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
1051
$61.2K 0.01%
882
+3
1052
$61.1K 0.01%
6,660
+514
1053
$61K 0.01%
687
-44
1054
$60.7K 0.01%
723
-28
1055
$60.5K 0.01%
785
+605
1056
$60.4K 0.01%
3,375
+2,450
1057
$60.2K 0.01%
1,668
-431
1058
$60K 0.01%
769
-61
1059
$59.9K 0.01%
727
+663
1060
$59.7K 0.01%
388
-2
1061
$59.3K 0.01%
997
+288
1062
$59.2K 0.01%
1,211
+710
1063
$59.2K 0.01%
7,053
+2,123
1064
$59.1K 0.01%
317
-663
1065
$59K 0.01%
1,015
-7
1066
$59K 0.01%
3,330
1067
$58.9K 0.01%
1,010
-217
1068
$58.8K 0.01%
1,053
+19
1069
$58.7K 0.01%
1,027
+15
1070
$58.7K 0.01%
+514
1071
$58.4K 0.01%
176
-14
1072
$58.3K 0.01%
1,483
-78
1073
$58.2K 0.01%
2,190
+201
1074
$58.1K 0.01%
298
+26
1075
$58K 0.01%
517
+50
41 42
43
44 45