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
1776
$14.3K ﹤0.01%
121
1777
$14.3K ﹤0.01%
467
-172
1778
$14.2K ﹤0.01%
145
-22
1779
$14.2K ﹤0.01%
575
+280
1780
$14.1K ﹤0.01%
75
+11
1781
$14.1K ﹤0.01%
+225
1782
$14K ﹤0.01%
83
-11
1783
$14K ﹤0.01%
255
+62
1784
$14K ﹤0.01%
276
+39
1785
$14K ﹤0.01%
688
+24
1786
$14K ﹤0.01%
270
1787
$13.9K ﹤0.01%
441
-167
1788
$13.9K ﹤0.01%
221
-9
1789
$13.9K ﹤0.01%
388
-96
1790
$13.8K ﹤0.01%
210
+36
1791
$13.7K ﹤0.01%
169
-8
1792
$13.6K ﹤0.01%
192
1793
$13.6K ﹤0.01%
395
+79
1794
$13.6K ﹤0.01%
368
-327
1795
$13.6K ﹤0.01%
311
-79
1796
$13.6K ﹤0.01%
237
+70
1797
$13.5K ﹤0.01%
924
-981
1798
$13.5K ﹤0.01%
376
+17
1799
$13.5K ﹤0.01%
982
-207
1800
$13.5K ﹤0.01%
675
+240
70 71
72
73 74