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
1426
$28.6K ﹤0.01%
475
1427
$28.5K ﹤0.01%
138
+4
1428
$28.5K ﹤0.01%
161
1429
$28.4K ﹤0.01%
79
-35
1430
$28.3K ﹤0.01%
4,976
-2,221
1431
$28.2K ﹤0.01%
86
+1
1432
$28.2K ﹤0.01%
2,201
-123
1433
$28.2K ﹤0.01%
1,640
-35
1434
$28.1K ﹤0.01%
686
-172
1435
$27.9K ﹤0.01%
911
-140
1436
$27.9K ﹤0.01%
+479
1437
$27.9K ﹤0.01%
46
+2
1438
$27.9K ﹤0.01%
496
-58
1439
$27.8K ﹤0.01%
1,054
-154
1440
$27.8K ﹤0.01%
451
+296
1441
$27.8K ﹤0.01%
+1,238
1442
$27.8K ﹤0.01%
519
-74
1443
$27.6K ﹤0.01%
895
+510
1444
$27.6K ﹤0.01%
1,505
-692
1445
$27.5K ﹤0.01%
391
-70
1446
$27.5K ﹤0.01%
727
+44
1447
$27.5K ﹤0.01%
1,347
+71
1448
$27.4K ﹤0.01%
1,452
+204
1449
$27.4K ﹤0.01%
1,129
+11
1450
$27.3K ﹤0.01%
88
+12
56 57
58
59 60