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
2301
$3.63K ﹤0.01%
597
+88
2302
$3.63K ﹤0.01%
83
-33
2303
$3.62K ﹤0.01%
68
-13
2304
$3.62K ﹤0.01%
456
+426
2305
$3.61K ﹤0.01%
89
-20
2306
$3.61K ﹤0.01%
150
+104
2307
$3.61K ﹤0.01%
178
-23
2308
$3.59K ﹤0.01%
+45
2309
$3.59K ﹤0.01%
254
-128
2310
$3.59K ﹤0.01%
+124
2311
$3.58K ﹤0.01%
737
+268
2312
$3.57K ﹤0.01%
671
+43
2313
$3.56K ﹤0.01%
723
+641
2314
$3.56K ﹤0.01%
161
+128
2315
$3.55K ﹤0.01%
97
+87
2316
$3.55K ﹤0.01%
+141
2317
$3.53K ﹤0.01%
+112
2318
$3.52K ﹤0.01%
23
-77
2319
$3.5K ﹤0.01%
118
2320
$3.49K ﹤0.01%
155
+130
2321
$3.48K ﹤0.01%
1,342
+695
2322
$3.47K ﹤0.01%
49
-114
2323
$3.46K ﹤0.01%
24
-5
2324
$3.46K ﹤0.01%
+800
2325
$3.44K ﹤0.01%
239
91 92
93
94 95