SAM

Smartleaf Asset Management Portfolio holdings

AUM $1.62B
1-Year Est. Return 19.79%
This Fund
S&P 500
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
1576
$21.1K ﹤0.01%
439
1577
$21K ﹤0.01%
343
-247
1578
$21K ﹤0.01%
2,015
-392
1579
$21K ﹤0.01%
93
-55
1580
$20.9K ﹤0.01%
1,312
-221
1581
$20.8K ﹤0.01%
574
1582
$20.8K ﹤0.01%
483
+81
1583
$20.8K ﹤0.01%
326
1584
$20.8K ﹤0.01%
400
1585
$20.8K ﹤0.01%
344
-2,249
1586
$20.7K ﹤0.01%
1,007
-107
1587
$20.7K ﹤0.01%
213
-67
1588
$20.7K ﹤0.01%
411
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1589
$20.6K ﹤0.01%
1,347
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1590
$20.5K ﹤0.01%
1,954
+321
1591
$20.4K ﹤0.01%
187
-53
1592
$20.4K ﹤0.01%
525
-4
1593
$20.3K ﹤0.01%
+192
1594
$20.3K ﹤0.01%
446
1595
$20.3K ﹤0.01%
130
-18
1596
$20.2K ﹤0.01%
121
-4
1597
$20.2K ﹤0.01%
208
-223
1598
$20.2K ﹤0.01%
127
-6
1599
$20.2K ﹤0.01%
250
-8
1600
$20.2K ﹤0.01%
1,022
-220
62 63
64
65 66