SAM

Smartleaf Asset Management Portfolio holdings

AUM $1.62B
1-Year Est. Return 19.79%
This Quarter Est. Return
1 Year Est. Return
+19.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
+$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,051
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$5.6M
3
+$5.48M
4
WTV icon
WisdomTree US Value Fund
WTV
+$3.76M
5
BND icon
Vanguard Total Bond Market
BND
+$3.15M

Top Sells

1
+$4.7M
2
+$3.62M
3
+$1.32M
4
QUS icon
State Street SPDR MSCI USA StrategicFactors ETF
QUS
+$1.04M
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$1.04M

Sector Composition

1 Technology 16.57%
2 Financials 9.55%
3 Healthcare 7.06%
4 Consumer Discretionary 5.92%
5 Industrials 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$73.4K 0.01%
853
+138
977
$73.1K 0.01%
2,268
+754
978
$72.8K 0.01%
1,283
+80
979
$72.4K 0.01%
605
-120
980
$72.1K 0.01%
3,620
+689
981
$72K 0.01%
817
-177
982
$72K 0.01%
291
-23
983
$71.7K 0.01%
11,877
+7,536
984
$71.5K 0.01%
2,878
-442
985
$71.4K 0.01%
454
+97
986
$70.8K 0.01%
359
-117
987
$70.5K 0.01%
1,712
-208
988
$70.5K 0.01%
251
-61
989
$70.2K 0.01%
989
+41
990
$70.1K 0.01%
156
-49
991
$69.3K 0.01%
2,638
+315
992
$69.3K 0.01%
596
-21
993
$69.3K 0.01%
685
-1,182
994
$68.9K 0.01%
690
+152
995
$68.8K 0.01%
1,257
-16
996
$68.8K 0.01%
892
+98
997
$68.3K 0.01%
1,367
+396
998
$68K 0.01%
864
-36
999
$67.8K 0.01%
214
-14
1000
$67.2K 0.01%
3,741
-448
38 39
40
41 42