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
1526
$23.5K ﹤0.01%
3,674
-4,238
1527
$23.5K ﹤0.01%
1,260
-755
1528
$23.4K ﹤0.01%
764
+159
1529
$23.4K ﹤0.01%
745
-162
1530
$23.3K ﹤0.01%
208
+2
1531
$23.3K ﹤0.01%
613
-212
1532
$23.3K ﹤0.01%
2,439
-77
1533
$23.2K ﹤0.01%
217
-38
1534
$23.2K ﹤0.01%
7,594
-2,341
1535
$23.2K ﹤0.01%
470
-191
1536
$23.2K ﹤0.01%
305
1537
$23.1K ﹤0.01%
755
+205
1538
$23.1K ﹤0.01%
400
+23
1539
$23.1K ﹤0.01%
78
1540
$23.1K ﹤0.01%
352
-219
1541
$23.1K ﹤0.01%
366
-22
1542
$23.1K ﹤0.01%
1,376
-274
1543
$23K ﹤0.01%
595
-63
1544
$23K ﹤0.01%
515
-46
1545
$23K ﹤0.01%
219
+11
1546
$23K ﹤0.01%
390
+3
1547
$22.9K ﹤0.01%
484
+96
1548
$22.9K ﹤0.01%
1,100
+106
1549
$22.9K ﹤0.01%
+548
1550
$22.8K ﹤0.01%
293
+80
60 61
62
63 64