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
1826
$12.9K ﹤0.01%
108
+40
1827
$12.9K ﹤0.01%
2,356
+913
1828
$12.8K ﹤0.01%
65
-16
1829
$12.8K ﹤0.01%
213
+66
1830
$12.7K ﹤0.01%
119
+2
1831
$12.7K ﹤0.01%
151
-25
1832
$12.7K ﹤0.01%
995
+59
1833
$12.7K ﹤0.01%
646
+176
1834
$12.7K ﹤0.01%
366
+7
1835
$12.7K ﹤0.01%
166
-99
1836
$12.7K ﹤0.01%
339
-149
1837
$12.6K ﹤0.01%
1,713
-1,270
1838
$12.6K ﹤0.01%
453
1839
$12.5K ﹤0.01%
621
+293
1840
$12.5K ﹤0.01%
332
-368
1841
$12.5K ﹤0.01%
355
+98
1842
$12.4K ﹤0.01%
125
-28
1843
$12.4K ﹤0.01%
216
1844
$12.4K ﹤0.01%
1,355
-499
1845
$12.3K ﹤0.01%
194
-227
1846
$12.3K ﹤0.01%
445
-157
1847
$12.3K ﹤0.01%
235
-422
1848
$12.2K ﹤0.01%
918
-647
1849
$12.2K ﹤0.01%
205
+14
1850
$12.2K ﹤0.01%
896
72 73
74
75 76