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
1351
$33.8K ﹤0.01%
405
-31
1352
$33.7K ﹤0.01%
1,142
-339
1353
$33.7K ﹤0.01%
841
1354
$33.6K ﹤0.01%
474
-75
1355
$33.5K ﹤0.01%
178
-74
1356
$33.4K ﹤0.01%
1,559
+327
1357
$33.3K ﹤0.01%
1,219
+1,195
1358
$33.3K ﹤0.01%
197
1359
$33.3K ﹤0.01%
802
-53
1360
$33.2K ﹤0.01%
674
+444
1361
$33K ﹤0.01%
442
+147
1362
$32.9K ﹤0.01%
2,513
-64
1363
$32.8K ﹤0.01%
457
+5
1364
$32.7K ﹤0.01%
1,564
+75
1365
$32.7K ﹤0.01%
189
1366
$32.7K ﹤0.01%
925
+213
1367
$32.6K ﹤0.01%
+324
1368
$32.6K ﹤0.01%
+660
1369
$32.6K ﹤0.01%
2,810
+1,203
1370
$32.5K ﹤0.01%
532
1371
$32.5K ﹤0.01%
713
-17
1372
$32.4K ﹤0.01%
761
-18
1373
$32.4K ﹤0.01%
378
-102
1374
$32.2K ﹤0.01%
273
+23
1375
$32.2K ﹤0.01%
378
-28
53 54
55
56 57