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
1301
$37.2K ﹤0.01%
1,307
-225
1302
$37.1K ﹤0.01%
1,115
+45
1303
$36.9K ﹤0.01%
381
-1,399
1304
$36.8K ﹤0.01%
325
-21
1305
$36.7K ﹤0.01%
184
-27
1306
$36.7K ﹤0.01%
1,469
-140
1307
$36.7K ﹤0.01%
670
1308
$36.6K ﹤0.01%
113
-39
1309
$36.5K ﹤0.01%
3,194
-164
1310
$36.5K ﹤0.01%
525
-1,451
1311
$36.5K ﹤0.01%
333
+19
1312
$36.5K ﹤0.01%
+909
1313
$36.4K ﹤0.01%
570
-135
1314
$36.2K ﹤0.01%
470
+31
1315
$36.2K ﹤0.01%
598
-2,106
1316
$36K ﹤0.01%
4,183
-1,640
1317
$36K ﹤0.01%
401
+31
1318
$36K ﹤0.01%
1,027
+257
1319
$35.9K ﹤0.01%
1,008
+1
1320
$35.8K ﹤0.01%
80
+1
1321
$35.7K ﹤0.01%
1,164
+90
1322
$35.7K ﹤0.01%
961
-580
1323
$35.5K ﹤0.01%
8,003
-245
1324
$35.5K ﹤0.01%
423
-139
1325
$35.5K ﹤0.01%
308
+43
51 52
53
54 55