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
1401
$30.4K ﹤0.01%
563
-231
1402
$30.3K ﹤0.01%
516
1403
$30.2K ﹤0.01%
440
+135
1404
$30.1K ﹤0.01%
911
-76
1405
$30.1K ﹤0.01%
228
-7
1406
$30K ﹤0.01%
425
+49
1407
$29.8K ﹤0.01%
1,031
-94
1408
$29.7K ﹤0.01%
779
-106
1409
$29.6K ﹤0.01%
1,457
+202
1410
$29.6K ﹤0.01%
3,108
-447
1411
$29.5K ﹤0.01%
1,437
-143
1412
$29.5K ﹤0.01%
491
+59
1413
$29.5K ﹤0.01%
1,189
-35
1414
$29.3K ﹤0.01%
136
+12
1415
$29.3K ﹤0.01%
121
-35
1416
$29.2K ﹤0.01%
+262
1417
$29.1K ﹤0.01%
2,093
-90
1418
$29.1K ﹤0.01%
1,111
-1
1419
$29K ﹤0.01%
1,065
-28
1420
$29K ﹤0.01%
287
-12
1421
$28.8K ﹤0.01%
669
-29
1422
$28.8K ﹤0.01%
905
+143
1423
$28.8K ﹤0.01%
658
-103
1424
$28.8K ﹤0.01%
1,307
-251
1425
$28.7K ﹤0.01%
3,310
-1,849
55 56
57
58 59