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
2376
$2.86K ﹤0.01%
+95
2377
$2.85K ﹤0.01%
307
-27
2378
$2.85K ﹤0.01%
78
-10
2379
$2.85K ﹤0.01%
66
-117
2380
$2.84K ﹤0.01%
90
+7
2381
$2.81K ﹤0.01%
390
+43
2382
$2.79K ﹤0.01%
254
-65
2383
$2.79K ﹤0.01%
1,128
+882
2384
$2.78K ﹤0.01%
44
-78
2385
$2.74K ﹤0.01%
76
-5,740
2386
$2.73K ﹤0.01%
76
-116
2387
$2.73K ﹤0.01%
34
+10
2388
$2.73K ﹤0.01%
25
2389
$2.72K ﹤0.01%
61
-9
2390
$2.72K ﹤0.01%
38
-21
2391
$2.69K ﹤0.01%
65
2392
$2.69K ﹤0.01%
49
-68
2393
$2.69K ﹤0.01%
93
-35
2394
$2.68K ﹤0.01%
209
-384
2395
$2.65K ﹤0.01%
82
-36
2396
$2.63K ﹤0.01%
699
-378
2397
$2.62K ﹤0.01%
128
-41
2398
$2.61K ﹤0.01%
215
-513
2399
$2.6K ﹤0.01%
76
-141
2400
$2.6K ﹤0.01%
+52
94 95
96
97 98