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
1976
$8.86K ﹤0.01%
164
-282
1977
$8.84K ﹤0.01%
373
-264
1978
$8.76K ﹤0.01%
221
+46
1979
$8.73K ﹤0.01%
1,470
+112
1980
$8.7K ﹤0.01%
1,339
+849
1981
$8.7K ﹤0.01%
63
-6
1982
$8.7K ﹤0.01%
602
1983
$8.65K ﹤0.01%
86
-101
1984
$8.57K ﹤0.01%
2,828
-1,738
1985
$8.52K ﹤0.01%
364
+32
1986
$8.51K ﹤0.01%
328
1987
$8.49K ﹤0.01%
305
-32
1988
$8.48K ﹤0.01%
335
-18
1989
$8.46K ﹤0.01%
+387
1990
$8.45K ﹤0.01%
290
-275
1991
$8.44K ﹤0.01%
471
-108
1992
$8.42K ﹤0.01%
300
-49
1993
$8.4K ﹤0.01%
176
1994
$8.39K ﹤0.01%
48
-10
1995
$8.39K ﹤0.01%
146
1996
$8.34K ﹤0.01%
93
-14
1997
$8.33K ﹤0.01%
632
+15
1998
$8.33K ﹤0.01%
+472
1999
$8.3K ﹤0.01%
106
+69
2000
$8.29K ﹤0.01%
931
-701
78 79
80
81 82