Smart Portfolio Methodology
Asset Allocation
Performance
2025
2025
2025
2025
2025
2025
2025
Average Risk Score of the Last 7 Days
Investors
Allocation/Exposure (01/07/2025-01/08/2025) Net Exposure
ALEX
9.34%
NWN
8.94%
NEU
7.8%
GWW
7.63%
IVT
7.53%
NJR
10.44%
SEIC
5.44%
MSFT
5.89%
PTC
5.61%
Other
34.78%