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
1551
$22.7K ﹤0.01%
1,816
1552
$22.6K ﹤0.01%
228
-2
1553
$22.6K ﹤0.01%
421
-14
1554
$22.4K ﹤0.01%
583
-121
1555
$22.4K ﹤0.01%
189
+7
1556
$22.4K ﹤0.01%
226
-26
1557
$22.4K ﹤0.01%
79
+21
1558
$22.4K ﹤0.01%
715
+279
1559
$22.3K ﹤0.01%
103
-22
1560
$22.3K ﹤0.01%
73
+6
1561
$22.1K ﹤0.01%
3,887
+1,247
1562
$22.1K ﹤0.01%
192
+68
1563
$22K ﹤0.01%
+485
1564
$22K ﹤0.01%
167
+18
1565
$22K ﹤0.01%
98
-5
1566
$21.9K ﹤0.01%
311
-131
1567
$21.9K ﹤0.01%
+289
1568
$21.9K ﹤0.01%
3,018
-801
1569
$21.9K ﹤0.01%
353
+11
1570
$21.7K ﹤0.01%
406
1571
$21.6K ﹤0.01%
650
+475
1572
$21.6K ﹤0.01%
224
+13
1573
$21.5K ﹤0.01%
577
1574
$21.3K ﹤0.01%
147
+10
1575
$21.2K ﹤0.01%
190
+59
61 62
63
64 65