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
1026
$64.1K 0.01%
1,309
+169
1027
$64.1K 0.01%
670
-50
1028
$63.8K 0.01%
616
+172
1029
$63.7K 0.01%
2,451
1030
$63.7K 0.01%
3,007
1031
$63.6K 0.01%
730
1032
$63.3K 0.01%
768
-60
1033
$63.2K 0.01%
753
+160
1034
$63K 0.01%
3,270
+735
1035
$63K 0.01%
3,915
-337
1036
$63K 0.01%
1,656
-828
1037
$62.8K 0.01%
1,360
+38
1038
$62.8K 0.01%
+153
1039
$62.7K 0.01%
1,506
-240
1040
$62.5K 0.01%
821
-163
1041
$62.5K 0.01%
+1,699
1042
$62.4K 0.01%
161
+1
1043
$62.4K 0.01%
1,354
+164
1044
$62.2K 0.01%
455
+41
1045
$62.2K 0.01%
2,265
+2,051
1046
$62.1K 0.01%
2,756
-1,744
1047
$61.8K 0.01%
978
-78
1048
$61.7K 0.01%
1,081
-350
1049
$61.4K 0.01%
2,476
-241
1050
$61.4K 0.01%
200
40 41
42
43 44