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
2051
$7.32K ﹤0.01%
296
+33
2052
$7.29K ﹤0.01%
45
+19
2053
$7.28K ﹤0.01%
548
-77
2054
$7.28K ﹤0.01%
249
2055
$7.23K ﹤0.01%
174
-75
2056
$7.23K ﹤0.01%
130
+34
2057
$7.22K ﹤0.01%
206
+75
2058
$7.19K ﹤0.01%
335
+130
2059
$7.18K ﹤0.01%
62
2060
$7.16K ﹤0.01%
208
-428
2061
$7.13K ﹤0.01%
703
+485
2062
$7.1K ﹤0.01%
141
-47
2063
$7.09K ﹤0.01%
150
+50
2064
$7.08K ﹤0.01%
318
2065
$7.08K ﹤0.01%
261
-51
2066
$7.07K ﹤0.01%
3,863
+2,344
2067
$6.99K ﹤0.01%
473
-592
2068
$6.99K ﹤0.01%
469
-97
2069
$6.99K ﹤0.01%
461
-65
2070
$6.94K ﹤0.01%
152
-370
2071
$6.93K ﹤0.01%
166
-7
2072
$6.92K ﹤0.01%
246
2073
$6.89K ﹤0.01%
200
2074
$6.89K ﹤0.01%
142
-14
2075
$6.84K ﹤0.01%
95
+40
81 82
83
84 85