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
1226
$42.8K ﹤0.01%
1,476
-54
1227
$42.7K ﹤0.01%
10,847
+4,102
1228
$42.6K ﹤0.01%
846
+50
1229
$42.6K ﹤0.01%
1,617
+6
1230
$42.6K ﹤0.01%
1,145
-98
1231
$42.5K ﹤0.01%
179
-7
1232
$42.5K ﹤0.01%
1,248
-1,253
1233
$42.4K ﹤0.01%
2,525
+229
1234
$42.4K ﹤0.01%
1,181
+95
1235
$42.2K ﹤0.01%
2,268
-75
1236
$42.2K ﹤0.01%
258
+8
1237
$42.1K ﹤0.01%
244
-6
1238
$42K ﹤0.01%
2,059
-57
1239
$42K ﹤0.01%
883
+234
1240
$41.9K ﹤0.01%
+837
1241
$41.9K ﹤0.01%
1,693
-345
1242
$41.8K ﹤0.01%
285
-26
1243
$41.8K ﹤0.01%
572
+204
1244
$41.7K ﹤0.01%
4,328
-589
1245
$41.6K ﹤0.01%
358
+31
1246
$41.6K ﹤0.01%
943
+916
1247
$41.6K ﹤0.01%
1,011
+647
1248
$41.5K ﹤0.01%
947
-110
1249
$41.1K ﹤0.01%
2,410
+400
1250
$41.1K ﹤0.01%
791
-120
48 49
50
51 52