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
126
$1.89M 0.18%
8,274
+477
127
$1.87M 0.18%
9,281
+326
128
$1.85M 0.18%
31,072
+442
129
$1.85M 0.18%
111,436
+438
130
$1.84M 0.18%
6,115
+285
131
$1.81M 0.18%
6,770
+396
132
$1.77M 0.17%
16,310
+592
133
$1.77M 0.17%
13,432
+2,802
134
$1.76M 0.17%
14,718
+2,660
135
$1.75M 0.17%
5,909
+139
136
$1.75M 0.17%
34,768
-11,516
137
$1.74M 0.17%
11,407
+1,623
138
$1.73M 0.17%
35,772
+461
139
$1.7M 0.16%
5,523
+612
140
$1.69M 0.16%
5,139
+292
141
$1.69M 0.16%
6,863
-36
142
$1.69M 0.16%
11,657
+869
143
$1.69M 0.16%
6,975
+481
144
$1.69M 0.16%
8,782
+3,275
145
$1.68M 0.16%
85,795
+355
146
$1.68M 0.16%
8,144
+354
147
$1.67M 0.16%
25,542
+9,477
148
$1.65M 0.16%
8,241
+1,201
149
$1.64M 0.16%
16,708
+346
150
$1.63M 0.16%
10,517
-485
4 5
6
7 8