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
2326
$3.42K ﹤0.01%
+25
2327
$3.41K ﹤0.01%
342
-476
2328
$3.39K ﹤0.01%
439
+73
2329
$3.39K ﹤0.01%
37
2330
$3.36K ﹤0.01%
243
-297
2331
$3.35K ﹤0.01%
172
-163
2332
$3.34K ﹤0.01%
86
2333
$3.33K ﹤0.01%
279
-27
2334
$3.33K ﹤0.01%
234
2335
$3.31K ﹤0.01%
38
-2
2336
$3.31K ﹤0.01%
181
+135
2337
$3.31K ﹤0.01%
152
-215
2338
$3.3K ﹤0.01%
144
+4
2339
$3.27K ﹤0.01%
86
+18
2340
$3.27K ﹤0.01%
438
-12,109
2341
$3.27K ﹤0.01%
581
2342
$3.26K ﹤0.01%
416
+261
2343
$3.26K ﹤0.01%
189
-6
2344
$3.25K ﹤0.01%
27
-23
2345
$3.25K ﹤0.01%
177
-206
2346
$3.24K ﹤0.01%
728
+679
2347
$3.24K ﹤0.01%
236
-90
2348
$3.22K ﹤0.01%
291
-44
2349
$3.19K ﹤0.01%
180
+29
2350
$3.18K ﹤0.01%
120
-15
92 93
94
95 96