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
1251
$41K ﹤0.01%
924
-249
1252
$41K ﹤0.01%
825
+157
1253
$40.9K ﹤0.01%
672
-1,561
1254
$40.9K ﹤0.01%
2,511
1255
$40.8K ﹤0.01%
491
+185
1256
$40.7K ﹤0.01%
394
+389
1257
$40.6K ﹤0.01%
1,550
1258
$40.4K ﹤0.01%
1,297
-179
1259
$40.4K ﹤0.01%
2,017
-446
1260
$40.3K ﹤0.01%
2,044
1261
$40.2K ﹤0.01%
1,026
+14
1262
$40.2K ﹤0.01%
808
1263
$40K ﹤0.01%
307
-12
1264
$39.9K ﹤0.01%
1,950
-194
1265
$39.9K ﹤0.01%
594
-30
1266
$39.9K ﹤0.01%
534
+352
1267
$39.9K ﹤0.01%
626
-20
1268
$39.9K ﹤0.01%
+158
1269
$39.9K ﹤0.01%
435
+152
1270
$39.9K ﹤0.01%
2,914
+441
1271
$39.7K ﹤0.01%
92
-6
1272
$39.5K ﹤0.01%
1,861
-1,162
1273
$39.4K ﹤0.01%
1,271
-10
1274
$39.3K ﹤0.01%
373
-67
1275
$39.1K ﹤0.01%
401
-258
49 50
51
52 53