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
1376
$32.1K ﹤0.01%
273
1377
$32.1K ﹤0.01%
856
+350
1378
$31.9K ﹤0.01%
1,047
+307
1379
$31.8K ﹤0.01%
+1,069
1380
$31.8K ﹤0.01%
69
+3
1381
$31.7K ﹤0.01%
1,248
-67
1382
$31.7K ﹤0.01%
2,598
+456
1383
$31.6K ﹤0.01%
3,101
-608
1384
$31.6K ﹤0.01%
358
+30
1385
$31.5K ﹤0.01%
480
+118
1386
$31.4K ﹤0.01%
365
+1
1387
$31.4K ﹤0.01%
178
-8
1388
$31.4K ﹤0.01%
1,519
-183
1389
$31.4K ﹤0.01%
902
-3,024
1390
$31.2K ﹤0.01%
63
-1
1391
$31K ﹤0.01%
107
+50
1392
$31K ﹤0.01%
126
-11
1393
$31K ﹤0.01%
774
-196
1394
$30.9K ﹤0.01%
390
-2
1395
$30.6K ﹤0.01%
784
-110
1396
$30.5K ﹤0.01%
347
+73
1397
$30.5K ﹤0.01%
588
-42
1398
$30.4K ﹤0.01%
386
-12
1399
$30.4K ﹤0.01%
3,461
+665
1400
$30.4K ﹤0.01%
1,142
-181
54 55
56
57 58