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
1651
$18.3K ﹤0.01%
228
-2,424
1652
$18.3K ﹤0.01%
344
-27
1653
$18.3K ﹤0.01%
1,004
-131
1654
$18.2K ﹤0.01%
198
+133
1655
$18.2K ﹤0.01%
1,150
-2,273
1656
$18.2K ﹤0.01%
307
+23
1657
$18.1K ﹤0.01%
2,000
1658
$18.1K ﹤0.01%
638
-441
1659
$18.1K ﹤0.01%
260
-138
1660
$18.1K ﹤0.01%
485
1661
$18K ﹤0.01%
226
-39
1662
$18K ﹤0.01%
428
1663
$17.9K ﹤0.01%
792
-284
1664
$17.9K ﹤0.01%
1,230
+98
1665
$17.8K ﹤0.01%
852
-151
1666
$17.8K ﹤0.01%
700
-143
1667
$17.8K ﹤0.01%
140
-59
1668
$17.8K ﹤0.01%
1,741
-467
1669
$17.7K ﹤0.01%
195
+18
1670
$17.6K ﹤0.01%
838
1671
$17.6K ﹤0.01%
48
-27
1672
$17.6K ﹤0.01%
378
1673
$17.5K ﹤0.01%
238
1674
$17.4K ﹤0.01%
369
+8
1675
$17.4K ﹤0.01%
1,312
65 66
67
68 69