SAM

Smartleaf Asset Management Portfolio holdings

AUM $1.62B
1-Year Est. Return 19.79%
This Fund
S&P 500
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
2126
$6.03K ﹤0.01%
525
+92
2127
$6.02K ﹤0.01%
76
-79
2128
$6K ﹤0.01%
460
+20
2129
$5.99K ﹤0.01%
152
-71
2130
$5.97K ﹤0.01%
291
-317
2131
$5.96K ﹤0.01%
104
-9
2132
$5.92K ﹤0.01%
203
+23
2133
$5.9K ﹤0.01%
+174
2134
$5.89K ﹤0.01%
210
-176
2135
$5.88K ﹤0.01%
179
-19
2136
$5.88K ﹤0.01%
433
+29
2137
$5.84K ﹤0.01%
185
-31
2138
$5.82K ﹤0.01%
46
-26
2139
$5.81K ﹤0.01%
45
-2
2140
$5.78K ﹤0.01%
62
2141
$5.77K ﹤0.01%
119
-16
2142
$5.76K ﹤0.01%
164
-16
2143
$5.73K ﹤0.01%
180
+7
2144
$5.72K ﹤0.01%
153
-61
2145
$5.68K ﹤0.01%
182
2146
$5.68K ﹤0.01%
50
-30
2147
$5.58K ﹤0.01%
79
+42
2148
$5.57K ﹤0.01%
198
2149
$5.56K ﹤0.01%
769
-290
2150
$5.51K ﹤0.01%
145
-5
84 85
86
87 88