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
1726
$16K ﹤0.01%
940
-189
1727
$15.9K ﹤0.01%
512
-51
1728
$15.9K ﹤0.01%
415
-207
1729
$15.9K ﹤0.01%
187
+12
1730
$15.9K ﹤0.01%
392
+273
1731
$15.8K ﹤0.01%
378
-85
1732
$15.8K ﹤0.01%
236
+114
1733
$15.8K ﹤0.01%
573
-20
1734
$15.7K ﹤0.01%
395
-965
1735
$15.7K ﹤0.01%
103
+18
1736
$15.7K ﹤0.01%
1,097
+154
1737
$15.6K ﹤0.01%
2,596
-13
1738
$15.6K ﹤0.01%
1,431
-680
1739
$15.5K ﹤0.01%
3,153
+105
1740
$15.5K ﹤0.01%
105
+23
1741
$15.5K ﹤0.01%
1,242
-2,720
1742
$15.4K ﹤0.01%
314
+15
1743
$15.4K ﹤0.01%
703
+14
1744
$15.4K ﹤0.01%
580
+7
1745
$15.2K ﹤0.01%
124
+10
1746
$15.2K ﹤0.01%
433
+39
1747
$15.1K ﹤0.01%
340
-865
1748
$15.1K ﹤0.01%
74
-53
1749
$15.1K ﹤0.01%
52
+14
1750
$15.1K ﹤0.01%
694
+62
68 69
70
71 72