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
1501
$24.7K ﹤0.01%
706
-97
1502
$24.7K ﹤0.01%
1,920
+537
1503
$24.7K ﹤0.01%
819
-1,279
1504
$24.6K ﹤0.01%
422
-9
1505
$24.5K ﹤0.01%
693
-117
1506
$24.5K ﹤0.01%
1,176
-226
1507
$24.4K ﹤0.01%
484
1508
$24.4K ﹤0.01%
1,159
-343
1509
$24.4K ﹤0.01%
1,675
-1,201
1510
$24.3K ﹤0.01%
1,362
-190
1511
$24.3K ﹤0.01%
295
+168
1512
$24.2K ﹤0.01%
310
-33
1513
$24.2K ﹤0.01%
247
+212
1514
$24.1K ﹤0.01%
359
+50
1515
$24.1K ﹤0.01%
1,330
-372
1516
$24K ﹤0.01%
1,389
-344
1517
$24K ﹤0.01%
435
-45
1518
$24K ﹤0.01%
228
-65
1519
$23.9K ﹤0.01%
2,331
1520
$23.9K ﹤0.01%
473
-24
1521
$23.8K ﹤0.01%
25
-6
1522
$23.7K ﹤0.01%
1,584
+171
1523
$23.7K ﹤0.01%
334
-12
1524
$23.6K ﹤0.01%
2,979
-242
1525
$23.6K ﹤0.01%
185
-77
59 60
61
62 63