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
1151
$49.4K ﹤0.01%
380
-69
1152
$49.2K ﹤0.01%
759
+647
1153
$49.2K ﹤0.01%
767
-203
1154
$49.2K ﹤0.01%
1,104
-102
1155
$49K ﹤0.01%
406
-126
1156
$49K ﹤0.01%
271
+65
1157
$49K ﹤0.01%
2,418
+1,493
1158
$48.8K ﹤0.01%
3,712
+1,413
1159
$48.7K ﹤0.01%
9,353
-2,249
1160
$48.7K ﹤0.01%
1,154
+349
1161
$48.7K ﹤0.01%
1,672
+227
1162
$48.6K ﹤0.01%
1,822
-569
1163
$48.6K ﹤0.01%
2,248
-1,799
1164
$48.5K ﹤0.01%
707
-52
1165
$48.5K ﹤0.01%
929
+22
1166
$48.4K ﹤0.01%
1,418
-509
1167
$48.2K ﹤0.01%
1,100
-56
1168
$48K ﹤0.01%
2,167
+838
1169
$47.9K ﹤0.01%
357
1170
$47.9K ﹤0.01%
539
-35
1171
$47.4K ﹤0.01%
2,779
-457
1172
$47.3K ﹤0.01%
1,407
-235
1173
$47K ﹤0.01%
2,327
+18
1174
$46.9K ﹤0.01%
500
-28
1175
$46.9K ﹤0.01%
442
45 46
47
48 49