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
2276
$3.78K ﹤0.01%
209
+32
2277
$3.78K ﹤0.01%
106
2278
$3.78K ﹤0.01%
3,315
+3,087
2279
$3.76K ﹤0.01%
395
+103
2280
$3.76K ﹤0.01%
68
-260
2281
$3.76K ﹤0.01%
324
-54
2282
$3.75K ﹤0.01%
422
-682
2283
$3.74K ﹤0.01%
+278
2284
$3.74K ﹤0.01%
2,652
+1,473
2285
$3.74K ﹤0.01%
113
2286
$3.71K ﹤0.01%
891
+474
2287
$3.7K ﹤0.01%
616
-1,000
2288
$3.69K ﹤0.01%
+95
2289
$3.69K ﹤0.01%
203
-202
2290
$3.68K ﹤0.01%
66
2291
$3.68K ﹤0.01%
216
+4
2292
$3.68K ﹤0.01%
89
+34
2293
$3.67K ﹤0.01%
1,274
+1,180
2294
$3.66K ﹤0.01%
65
-39
2295
$3.66K ﹤0.01%
+109
2296
$3.65K ﹤0.01%
41
+10
2297
$3.65K ﹤0.01%
39
2298
$3.65K ﹤0.01%
+453
2299
$3.65K ﹤0.01%
142
-257
2300
$3.64K ﹤0.01%
56
+2
90 91
92
93 94