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
1076
$57.9K 0.01%
315
+177
1077
$57.7K 0.01%
1,078
+227
1078
$57.4K 0.01%
899
+28
1079
$57.1K 0.01%
5,909
+2,864
1080
$56.8K 0.01%
2,160
-463
1081
$56.6K 0.01%
453
-40
1082
$56.6K 0.01%
565
+421
1083
$56.6K 0.01%
902
-62
1084
$56.4K 0.01%
157
-9
1085
$56.3K 0.01%
736
-94
1086
$56.2K 0.01%
607
-124
1087
$55.9K 0.01%
2,819
-540
1088
$55.8K 0.01%
576
+21
1089
$55.8K 0.01%
359
-100
1090
$55.8K 0.01%
1,868
+749
1091
$55.8K 0.01%
1,373
-638
1092
$55.6K 0.01%
415
-39
1093
$55.4K 0.01%
3,242
-225
1094
$55.2K 0.01%
825
+87
1095
$55K 0.01%
792
-47
1096
$54.9K 0.01%
2,563
+707
1097
$54.5K 0.01%
3,521
+125
1098
$54.5K 0.01%
1,590
+394
1099
$54.4K 0.01%
751
-34
1100
$54.4K 0.01%
512
-23
42 43
44
45 46