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
1276
$39.1K ﹤0.01%
1,066
-127
1277
$39.1K ﹤0.01%
287
-10
1278
$39K ﹤0.01%
5,019
+26
1279
$38.7K ﹤0.01%
770
-495
1280
$38.6K ﹤0.01%
466
-54
1281
$38.6K ﹤0.01%
713
+56
1282
$38.5K ﹤0.01%
3,004
+1,230
1283
$38.4K ﹤0.01%
517
+310
1284
$38.3K ﹤0.01%
1,290
+73
1285
$38.2K ﹤0.01%
726
-18
1286
$38.1K ﹤0.01%
355
1287
$38.1K ﹤0.01%
2,014
-353
1288
$38K ﹤0.01%
533
-25
1289
$38K ﹤0.01%
2,984
-1,320
1290
$37.9K ﹤0.01%
564
+21
1291
$37.8K ﹤0.01%
832
+76
1292
$37.8K ﹤0.01%
1,484
+364
1293
$37.8K ﹤0.01%
520
-31
1294
$37.7K ﹤0.01%
285
+16
1295
$37.6K ﹤0.01%
868
+83
1296
$37.5K ﹤0.01%
1,436
+498
1297
$37.4K ﹤0.01%
1,157
-110
1298
$37.3K ﹤0.01%
928
-98
1299
$37.3K ﹤0.01%
725
-40
1300
$37.3K ﹤0.01%
537
-130
50 51
52
53 54