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
1676
$17.3K ﹤0.01%
433
1677
$17.3K ﹤0.01%
410
-29
1678
$17.3K ﹤0.01%
70
-4
1679
$17.1K ﹤0.01%
1,078
-26
1680
$17.1K ﹤0.01%
301
+54
1681
$17.1K ﹤0.01%
3,963
+2,447
1682
$17K ﹤0.01%
1,305
-276
1683
$17K ﹤0.01%
331
+29
1684
$16.9K ﹤0.01%
692
-16
1685
$16.9K ﹤0.01%
222
-41
1686
$16.9K ﹤0.01%
+369
1687
$16.8K ﹤0.01%
887
-50
1688
$16.8K ﹤0.01%
162
-1
1689
$16.8K ﹤0.01%
50
+2
1690
$16.8K ﹤0.01%
983
-295
1691
$16.7K ﹤0.01%
481
-53
1692
$16.7K ﹤0.01%
177
-40
1693
$16.6K ﹤0.01%
131
-35
1694
$16.6K ﹤0.01%
388
-170
1695
$16.6K ﹤0.01%
636
-82
1696
$16.6K ﹤0.01%
228
-46
1697
$16.5K ﹤0.01%
1,432
+580
1698
$16.5K ﹤0.01%
857
-784
1699
$16.5K ﹤0.01%
477
+33
1700
$16.5K ﹤0.01%
735
-1,012
66 67
68
69 70