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
1626
$19.1K ﹤0.01%
275
1627
$19.1K ﹤0.01%
+191
1628
$19.1K ﹤0.01%
996
-910
1629
$19K ﹤0.01%
2,200
1630
$19K ﹤0.01%
206
1631
$18.9K ﹤0.01%
331
-455
1632
$18.8K ﹤0.01%
128
+25
1633
$18.8K ﹤0.01%
675
-91
1634
$18.8K ﹤0.01%
1,599
-1,025
1635
$18.7K ﹤0.01%
331
1636
$18.7K ﹤0.01%
406
+32
1637
$18.7K ﹤0.01%
361
-180
1638
$18.7K ﹤0.01%
679
-8
1639
$18.7K ﹤0.01%
992
-206
1640
$18.7K ﹤0.01%
863
-45
1641
$18.7K ﹤0.01%
233
-1,449
1642
$18.5K ﹤0.01%
1,570
-418
1643
$18.5K ﹤0.01%
374
+60
1644
$18.5K ﹤0.01%
261
+1
1645
$18.4K ﹤0.01%
201
+176
1646
$18.4K ﹤0.01%
1,292
+166
1647
$18.4K ﹤0.01%
191
-123
1648
$18.4K ﹤0.01%
553
-24
1649
$18.3K ﹤0.01%
113
+4
1650
$18.3K ﹤0.01%
228
-2,424
64 65
66
67 68