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
1876
$11.5K ﹤0.01%
1,055
-540
1877
$11.5K ﹤0.01%
124
-41
1878
$11.5K ﹤0.01%
416
+29
1879
$11.4K ﹤0.01%
566
-109
1880
$11.4K ﹤0.01%
+400
1881
$11.3K ﹤0.01%
288
-291
1882
$11.3K ﹤0.01%
434
+89
1883
$11.2K ﹤0.01%
323
-19
1884
$11.2K ﹤0.01%
560
-20
1885
$11.2K ﹤0.01%
910
-306
1886
$11.1K ﹤0.01%
680
-143
1887
$11.1K ﹤0.01%
55
-133
1888
$11K ﹤0.01%
307
-68
1889
$11K ﹤0.01%
856
+203
1890
$11K ﹤0.01%
274
+1
1891
$11K ﹤0.01%
250
1892
$10.9K ﹤0.01%
+156
1893
$10.9K ﹤0.01%
101
1894
$10.9K ﹤0.01%
182
1895
$10.9K ﹤0.01%
570
+313
1896
$10.9K ﹤0.01%
1,283
1897
$10.9K ﹤0.01%
352
-80
1898
$10.9K ﹤0.01%
381
1899
$10.8K ﹤0.01%
+242
1900
$10.7K ﹤0.01%
478
+148
74 75
76
77 78