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
1101
$54.3K 0.01%
351
-101
1102
$54.2K 0.01%
3,944
-1,608
1103
$54.2K 0.01%
638
-8
1104
$54K 0.01%
657
-76
1105
$54K 0.01%
1,996
+788
1106
$53.9K 0.01%
313
-236
1107
$53.8K 0.01%
802
+205
1108
$53.7K 0.01%
97
-29
1109
$53.6K 0.01%
2,594
+169
1110
$53.6K 0.01%
554
+36
1111
$53.4K 0.01%
922
-94
1112
$53.4K 0.01%
351
+27
1113
$53.3K 0.01%
1,819
+292
1114
$53.2K 0.01%
299
-71
1115
$53.1K 0.01%
1,063
-331
1116
$53.1K 0.01%
1,075
-270
1117
$53.1K 0.01%
6,945
-2,824
1118
$52.9K 0.01%
1,847
-139
1119
$52.9K 0.01%
1,609
+6
1120
$52.8K 0.01%
2,660
+498
1121
$52.8K 0.01%
405
+6
1122
$52.5K 0.01%
574
-29
1123
$52.5K 0.01%
727
+256
1124
$52.4K 0.01%
370
-3
1125
$52.4K 0.01%
229
-176
43 44
45
46 47