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
1176
$46.9K ﹤0.01%
5,041
-37
1177
$46.9K ﹤0.01%
446
+73
1178
$46.8K ﹤0.01%
3,753
1179
$46.8K ﹤0.01%
88
1180
$46.7K ﹤0.01%
2,623
+23
1181
$46.7K ﹤0.01%
858
+717
1182
$46.7K ﹤0.01%
421
+38
1183
$46.7K ﹤0.01%
1,109
-231
1184
$46.7K ﹤0.01%
534
+167
1185
$46.6K ﹤0.01%
583
-317
1186
$46.5K ﹤0.01%
756
+50
1187
$46.4K ﹤0.01%
600
-96
1188
$46.2K ﹤0.01%
4,882
+1,881
1189
$46.2K ﹤0.01%
299
-28
1190
$46.2K ﹤0.01%
391
+54
1191
$46.1K ﹤0.01%
+1,738
1192
$46.1K ﹤0.01%
801
+780
1193
$45.9K ﹤0.01%
406
-132
1194
$45.7K ﹤0.01%
781
+498
1195
$45.6K ﹤0.01%
1,511
-256
1196
$45.5K ﹤0.01%
1,987
+45
1197
$45.5K ﹤0.01%
387
-75
1198
$45.4K ﹤0.01%
235
-40
1199
$45.3K ﹤0.01%
327
-144
1200
$45.3K ﹤0.01%
352
-63
46 47
48
49 50