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
1126
$52.4K 0.01%
3,700
-648
1127
$52.2K 0.01%
809
+82
1128
$52.1K 0.01%
2,186
+186
1129
$52K 0.01%
1,512
-198
1130
$51.9K 0.01%
802
+185
1131
$51.8K 0.01%
1,164
-101
1132
$51.6K 0.01%
788
+309
1133
$51.5K 0.01%
659
+535
1134
$51.2K ﹤0.01%
3,144
-953
1135
$51K ﹤0.01%
397
-5
1136
$51K ﹤0.01%
1,077
+174
1137
$50.9K ﹤0.01%
1,871
-106
1138
$50.9K ﹤0.01%
1,933
-37
1139
$50.8K ﹤0.01%
+638
1140
$50.5K ﹤0.01%
1,663
-232
1141
$50.3K ﹤0.01%
+1,086
1142
$50.3K ﹤0.01%
1,836
-32
1143
$50.3K ﹤0.01%
1,437
+1,331
1144
$50.2K ﹤0.01%
2,531
+650
1145
$50.1K ﹤0.01%
701
-184
1146
$50K ﹤0.01%
4,175
+380
1147
$50K ﹤0.01%
1,158
-71
1148
$49.6K ﹤0.01%
541
-259
1149
$49.6K ﹤0.01%
905
-401
1150
$49.5K ﹤0.01%
444
-501
44 45
46
47 48