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
1001
$67.2K 0.01%
9,508
-986
1002
$67.2K 0.01%
868
-56
1003
$67.2K 0.01%
303
-266
1004
$67K 0.01%
697
-201
1005
$66.8K 0.01%
2,096
+757
1006
$66.7K 0.01%
1,629
-905
1007
$66.6K 0.01%
2,143
-19
1008
$66.6K 0.01%
1,851
-17
1009
$66.5K 0.01%
1,192
-1,069
1010
$66.4K 0.01%
629
-17
1011
$66.4K 0.01%
637
-112
1012
$66.3K 0.01%
1,366
1013
$66.3K 0.01%
4,445
+887
1014
$66.1K 0.01%
2,615
-190
1015
$65.7K 0.01%
385
+21
1016
$65.4K 0.01%
7,983
+2,323
1017
$65.2K 0.01%
1,341
-41
1018
$65.1K 0.01%
383
-38
1019
$64.9K 0.01%
889
-91
1020
$64.7K 0.01%
535
+6
1021
$64.6K 0.01%
134
-7
1022
$64.6K 0.01%
437
-112
1023
$64.5K 0.01%
916
-175
1024
$64.4K 0.01%
1,497
+975
1025
$64.4K 0.01%
698
+640
39 40
41
42 43