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
1601
$20.1K ﹤0.01%
352
+17
1602
$20.1K ﹤0.01%
165
-46
1603
$20K ﹤0.01%
773
+64
1604
$19.9K ﹤0.01%
823
1605
$19.8K ﹤0.01%
1,100
1606
$19.8K ﹤0.01%
214
-12
1607
$19.7K ﹤0.01%
134
-29
1608
$19.7K ﹤0.01%
1,895
-111
1609
$19.7K ﹤0.01%
129
-52
1610
$19.7K ﹤0.01%
261
-38
1611
$19.6K ﹤0.01%
1,837
-617
1612
$19.6K ﹤0.01%
264
+160
1613
$19.6K ﹤0.01%
+372
1614
$19.6K ﹤0.01%
340
-162
1615
$19.4K ﹤0.01%
450
+157
1616
$19.4K ﹤0.01%
1,008
-767
1617
$19.4K ﹤0.01%
1,047
-117
1618
$19.4K ﹤0.01%
316
-2
1619
$19.4K ﹤0.01%
187
+19
1620
$19.4K ﹤0.01%
679
-13
1621
$19.3K ﹤0.01%
+412
1622
$19.2K ﹤0.01%
402
1623
$19.2K ﹤0.01%
777
-68
1624
$19.2K ﹤0.01%
154
+34
1625
$19.1K ﹤0.01%
+1,301
63 64
65
66 67