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
1851
$12.2K ﹤0.01%
144
+11
1852
$12.1K ﹤0.01%
346
-43
1853
$12.1K ﹤0.01%
354
+9
1854
$12.1K ﹤0.01%
216
-22
1855
$12K ﹤0.01%
820
1856
$12K ﹤0.01%
1,503
-573
1857
$12K ﹤0.01%
319
+206
1858
$12K ﹤0.01%
493
-100
1859
$12K ﹤0.01%
190
+50
1860
$12K ﹤0.01%
311
-23
1861
$12K ﹤0.01%
481
1862
$11.9K ﹤0.01%
473
-300
1863
$11.8K ﹤0.01%
1,105
-80
1864
$11.8K ﹤0.01%
255
+20
1865
$11.8K ﹤0.01%
523
+14
1866
$11.8K ﹤0.01%
150
-14
1867
$11.8K ﹤0.01%
790
+280
1868
$11.7K ﹤0.01%
374
+147
1869
$11.7K ﹤0.01%
559
+181
1870
$11.6K ﹤0.01%
+313
1871
$11.6K ﹤0.01%
383
-1,116
1872
$11.6K ﹤0.01%
95
-77
1873
$11.6K ﹤0.01%
31
-14
1874
$11.5K ﹤0.01%
661
-181
1875
$11.5K ﹤0.01%
126
-21
73 74
75
76 77