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
1451
$27.3K ﹤0.01%
325
-150
1452
$27.2K ﹤0.01%
492
-69
1453
$27.1K ﹤0.01%
1,356
+420
1454
$27.1K ﹤0.01%
643
-94
1455
$27.1K ﹤0.01%
2,286
+640
1456
$27.1K ﹤0.01%
506
+105
1457
$27K ﹤0.01%
215
+48
1458
$27K ﹤0.01%
369
-55
1459
$26.9K ﹤0.01%
1,361
-102
1460
$26.9K ﹤0.01%
712
-158
1461
$26.7K ﹤0.01%
339
1462
$26.5K ﹤0.01%
880
-283
1463
$26.5K ﹤0.01%
789
-38
1464
$26.5K ﹤0.01%
+523
1465
$26.4K ﹤0.01%
590
+172
1466
$26.3K ﹤0.01%
1,407
1467
$26.3K ﹤0.01%
152
-48
1468
$26.2K ﹤0.01%
815
-115
1469
$26.1K ﹤0.01%
314
-104
1470
$26.1K ﹤0.01%
678
-501
1471
$26K ﹤0.01%
97
+17
1472
$25.9K ﹤0.01%
3,053
+1,887
1473
$25.8K ﹤0.01%
4,559
+782
1474
$25.8K ﹤0.01%
2,082
-691
1475
$25.8K ﹤0.01%
89
-2
57 58
59
60 61