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
151
$1.63M 0.16%
3,502
+34
152
$1.63M 0.16%
22,434
+4,376
153
$1.6M 0.15%
9,328
-1,280
154
$1.6M 0.15%
7,001
+863
155
$1.59M 0.15%
16,761
+374
156
$1.58M 0.15%
35,111
+719
157
$1.56M 0.15%
7,425
-1,276
158
$1.55M 0.15%
58,132
+1,537
159
$1.54M 0.15%
42,874
-6,754
160
$1.51M 0.15%
13,093
+1,010
161
$1.51M 0.15%
22,270
-165
162
$1.51M 0.15%
13,876
+3,198
163
$1.47M 0.14%
40,081
+1,473
164
$1.46M 0.14%
17,547
-3,530
165
$1.44M 0.14%
16,450
+1,429
166
$1.43M 0.14%
20,397
+56
167
$1.43M 0.14%
2,115
+322
168
$1.42M 0.14%
16,006
+2,955
169
$1.41M 0.14%
32,536
-406
170
$1.4M 0.14%
2,848
+244
171
$1.39M 0.13%
27,489
+9,569
172
$1.39M 0.13%
13,457
+689
173
$1.38M 0.13%
10,627
-292
174
$1.37M 0.13%
15,537
-991
175
$1.36M 0.13%
22,689
+752
5 6
7
8 9