SAM
Smartleaf Asset Management Portfolio holdings
AUM
$1.13B
1-Year Return
18.27%
This Quarter Return
+8.7%
1 Year Return
+18.27%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$517M
AUM Growth
+$143M
(+38%)
Cap. Flow
+$117M
Cap. Flow
% of AUM
22.56%
Top 10 Holdings %
Top 10 Hldgs %
20.27%
Holding
1,890
New
639
Increased
814
Reduced
236
Closed
35
Top Buys
| 1 |
Dimensional US Core Equity 1 ETF
DCOR
|
+$5.88M |
| 2 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$5.63M |
| 3 |
WisdomTree US Quality Growth Fund
QGRW
|
+$4.99M |
| 4 |
Microsoft
MSFT
|
+$4.61M |
| 5 |
Vanguard Total World Stock ETF
VT
|
+$4.56M |
Top Sells
Sector Composition
| 1 | Technology | 13.32% |
| 2 | Financials | 6.95% |
| 3 | Healthcare | 6.33% |
| 4 | Consumer Discretionary | 5.09% |
| 5 | Industrials | 4.49% |
