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
1476
$25.8K ﹤0.01%
971
-1,398
1477
$25.7K ﹤0.01%
618
-51
1478
$25.7K ﹤0.01%
2,382
-239
1479
$25.6K ﹤0.01%
436
-127
1480
$25.6K ﹤0.01%
2,662
-1,494
1481
$25.5K ﹤0.01%
4,425
-495
1482
$25.5K ﹤0.01%
554
-186
1483
$25.4K ﹤0.01%
587
+91
1484
$25.4K ﹤0.01%
1,216
-226
1485
$25.1K ﹤0.01%
168
-10
1486
$25.1K ﹤0.01%
493
-44
1487
$25.1K ﹤0.01%
394
+13
1488
$25.1K ﹤0.01%
617
+20
1489
$25K ﹤0.01%
2,196
+68
1490
$25K ﹤0.01%
254
-26
1491
$25K ﹤0.01%
585
+187
1492
$25K ﹤0.01%
656
-8
1493
$24.9K ﹤0.01%
575
+197
1494
$24.9K ﹤0.01%
337
+63
1495
$24.8K ﹤0.01%
626
+40
1496
$24.8K ﹤0.01%
2,412
-232
1497
$24.8K ﹤0.01%
1,252
-576
1498
$24.8K ﹤0.01%
19
+3
1499
$24.8K ﹤0.01%
377
+67
1500
$24.8K ﹤0.01%
276
-67
58 59
60
61 62