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
1326
$35.5K ﹤0.01%
390
-296
1327
$35.4K ﹤0.01%
276
+172
1328
$35.3K ﹤0.01%
760
-12
1329
$35.2K ﹤0.01%
241
-99
1330
$35.2K ﹤0.01%
3,721
-1,160
1331
$35.2K ﹤0.01%
545
+260
1332
$35.1K ﹤0.01%
938
-141
1333
$35.1K ﹤0.01%
1,062
-87
1334
$35.1K ﹤0.01%
1,134
+121
1335
$35K ﹤0.01%
441
+235
1336
$34.9K ﹤0.01%
216
-2
1337
$34.8K ﹤0.01%
718
+107
1338
$34.5K ﹤0.01%
519
+160
1339
$34.4K ﹤0.01%
541
+35
1340
$34.4K ﹤0.01%
385
+10
1341
$34.3K ﹤0.01%
980
+166
1342
$34.3K ﹤0.01%
451
+125
1343
$34.3K ﹤0.01%
319
-87
1344
$34.3K ﹤0.01%
178
-12
1345
$34.3K ﹤0.01%
741
+156
1346
$34K ﹤0.01%
391
+7
1347
$34K ﹤0.01%
3,792
-1
1348
$33.9K ﹤0.01%
851
+769
1349
$33.8K ﹤0.01%
624
+11
1350
$33.8K ﹤0.01%
1,978
-1,021
52 53
54
55 56