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
1801
$13.4K ﹤0.01%
566
-132
1802
$13.4K ﹤0.01%
+204
1803
$13.4K ﹤0.01%
89
-5
1804
$13.3K ﹤0.01%
613
+145
1805
$13.3K ﹤0.01%
472
-1,209
1806
$13.3K ﹤0.01%
500
1807
$13.3K ﹤0.01%
+549
1808
$13.2K ﹤0.01%
385
-16
1809
$13.2K ﹤0.01%
328
-22
1810
$13.2K ﹤0.01%
42
-2
1811
$13.2K ﹤0.01%
142
-4
1812
$13.2K ﹤0.01%
149
-46
1813
$13.2K ﹤0.01%
578
-412
1814
$13.2K ﹤0.01%
80
1815
$13.2K ﹤0.01%
970
-48
1816
$13.2K ﹤0.01%
+289
1817
$13.2K ﹤0.01%
498
-4,325
1818
$13.2K ﹤0.01%
282
-26
1819
$13.1K ﹤0.01%
234
-84
1820
$13.1K ﹤0.01%
468
+48
1821
$13K ﹤0.01%
423
+34
1822
$13K ﹤0.01%
211
-41
1823
$13K ﹤0.01%
722
-548
1824
$12.9K ﹤0.01%
507
-86
1825
$12.9K ﹤0.01%
228
71 72
73
74 75