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Smart Portfolios, LLC

Portfolio Manager
Smart Portfolios, LLC
Performance
-11.19% (2026 Q1)
AUM (13F)
$100.29M
# of Holdings
99
Performance Rank
Allocation (Top 20)
50.43%

Smart Portfolios, LLC Holdings Map

Top 50 Smart Portfolios, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BOND
PIMCO ETF TR
9.94%108.0K$10.0M
+6.19%(+6.30K)
2025-Q1: 110.9K shares2025-Q2: 109.0K shares2025-Q3: 109.0K shares2025-Q4: 101.7K shares2026-Q1: 108.0K shares
$99.35(-7.62%)
2026-03-31
XTRE
BONDBLOXX ETF TRUST
3.67%74.3K$3.7M
+4.16%(+2.97K)
2025-Q1: 75.9K shares2025-Q2: 74.0K shares2025-Q3: 74.3K shares2025-Q4: 71.3K shares2026-Q1: 74.3K shares
$49.35(-0.46%)
2026-03-31
XONE
BONDBLOXX ETF TRUST
3.26%66.0K$3.3M
+6.00%(+3.73K)
2025-Q1: 80.3K shares2025-Q2: 63.1K shares2025-Q3: 63.5K shares2025-Q4: 62.2K shares2026-Q1: 66.0K shares
$324.10(-84.77%)
2026-03-31
PKW
INVESCO EXCHANGE TRADED FD T
3.05%23.3K$3.1M
+2.37%(+540)
2025-Q1: 19.1K shares2025-Q2: 18.6K shares2025-Q3: 18.4K shares2025-Q4: 22.8K shares2026-Q1: 23.3K shares
$111.79(+20.20%)
2026-03-31
XLC
SELECT SECTOR SPDR TR
2.75%24.8K$2.8M
+3.66%(+877)
2025-Q1: 26.3K shares2025-Q2: 25.2K shares2025-Q3: 24.6K shares2025-Q4: 24.0K shares2026-Q1: 24.8K shares
$64.21(+81.83%)
2026-03-31
PWRD
TCW ETF TRUST
2.73%28.0K$2.7M
+2.18%(+596)
2025-Q1: 26.1K shares2025-Q2: 25.4K shares2025-Q3: 24.6K shares2025-Q4: 27.4K shares2026-Q1: 28.0K shares
$67.80(+67.37%)
2026-03-31
AVGO
BROADCOM INC
2.6%8.4K$2.6M
-0.35%(-30)
2025-Q1: 9.6K shares2025-Q2: 9.5K shares2025-Q3: 8.9K shares2025-Q4: 8.5K shares2026-Q1: 8.4K shares
$97.81(+326.12%)
2026-03-31
AAPL
APPLE INC
2.58%10.2K$2.6M
-0.49%(-50)
2025-Q1: 10.6K shares2025-Q2: 10.6K shares2025-Q3: 10.3K shares2025-Q4: 10.2K shares2026-Q1: 10.2K shares
$184.72(+61.79%)
2026-03-31
INDA
ISHARES TR
2.03%43.4K$2.0M
+8.71%(+3.48K)
2025-Q1: 0 shares2025-Q2: 44.8K shares2025-Q3: 45.0K shares2025-Q4: 39.9K shares2026-Q1: 43.4K shares
$51.82(-7.41%)
2026-03-31
MSFT
MICROSOFT CORP
1.96%5.3K$2.0M
+3.40%(+175)
2025-Q1: 4.6K shares2025-Q2: 4.6K shares2025-Q3: 4.6K shares2025-Q4: 5.1K shares2026-Q1: 5.3K shares
$373.89(+8.38%)
2026-03-31

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