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
2151
$5.51K ﹤0.01%
295
+18
2152
$5.49K ﹤0.01%
408
+61
2153
$5.47K ﹤0.01%
290
-217
2154
$5.47K ﹤0.01%
135
-105
2155
$5.46K ﹤0.01%
306
+18
2156
$5.43K ﹤0.01%
+44
2157
$5.42K ﹤0.01%
495
2158
$5.41K ﹤0.01%
208
-18
2159
$5.4K ﹤0.01%
1,544
-1,144
2160
$5.39K ﹤0.01%
244
+127
2161
$5.39K ﹤0.01%
329
+89
2162
$5.38K ﹤0.01%
286
-344
2163
$5.38K ﹤0.01%
139
-77
2164
$5.35K ﹤0.01%
+140
2165
$5.34K ﹤0.01%
1,809
-349
2166
$5.32K ﹤0.01%
81
-70
2167
$5.31K ﹤0.01%
200
+28
2168
$5.3K ﹤0.01%
211
2169
$5.27K ﹤0.01%
625
+514
2170
$5.27K ﹤0.01%
314
-73
2171
$5.26K ﹤0.01%
1,058
+631
2172
$5.24K ﹤0.01%
105
2173
$5.23K ﹤0.01%
177
-59
2174
$5.21K ﹤0.01%
321
-18
2175
$5.21K ﹤0.01%
718
-384
85 86
87
88 89