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
1901
$10.7K ﹤0.01%
1,103
-577
1902
$10.7K ﹤0.01%
+239
1903
$10.6K ﹤0.01%
640
-66
1904
$10.6K ﹤0.01%
323
-297
1905
$10.6K ﹤0.01%
1,589
+1,456
1906
$10.5K ﹤0.01%
355
1907
$10.5K ﹤0.01%
184
-139
1908
$10.5K ﹤0.01%
698
-1,042
1909
$10.5K ﹤0.01%
695
-4,972
1910
$10.5K ﹤0.01%
570
-85
1911
$10.5K ﹤0.01%
178
-67
1912
$10.5K ﹤0.01%
241
-43
1913
$10.4K ﹤0.01%
986
+706
1914
$10.4K ﹤0.01%
418
-7
1915
$10.4K ﹤0.01%
701
+127
1916
$10.4K ﹤0.01%
206
-121
1917
$10.3K ﹤0.01%
189
-19
1918
$10.3K ﹤0.01%
212
-21,325
1919
$10.3K ﹤0.01%
372
+6
1920
$10.3K ﹤0.01%
314
-23
1921
$10.3K ﹤0.01%
724
-6,883
1922
$10.3K ﹤0.01%
+265
1923
$10.2K ﹤0.01%
+216
1924
$10.2K ﹤0.01%
934
-333
1925
$10.2K ﹤0.01%
218
-22
75 76
77
78 79