SL

Salomon & Ludwin Portfolio holdings

AUM $1.11B
1-Year Est. Return 11.81%
This Quarter Est. Return
1 Year Est. Return
+11.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$896M
AUM Growth
-$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$2.24M
3
+$1.87M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$820K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$317K

Top Sells

1
+$27.8M
2
+$22.1M
3
+$21.1M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$14M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$13M

Sector Composition

1 Technology 5.5%
2 Consumer Staples 1.44%
3 Consumer Discretionary 1.12%
4 Financials 0.81%
5 Healthcare 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$68.6K 0.01%
945
-1,271
227
$68.3K 0.01%
620
228
$67.2K 0.01%
992
-1,426
229
$66.9K 0.01%
419
-246
230
$66.8K 0.01%
380
-362
231
$66.2K 0.01%
1,594
-936
232
$66K 0.01%
4,365
233
$64.7K 0.01%
2,780
234
$63.8K 0.01%
400
235
$63.3K 0.01%
1,524
236
$62.5K 0.01%
2,347
237
$62.4K 0.01%
746
-126
238
$61.4K 0.01%
817
-59
239
$59.3K 0.01%
500
-596
240
$59.2K 0.01%
925
241
$58.4K 0.01%
134
-488
242
$58K 0.01%
847
243
$57.6K 0.01%
326
244
$56.4K 0.01%
252
245
$55.9K 0.01%
397
246
$55K 0.01%
747
-31
247
$54.8K 0.01%
215
-53
248
$54.1K 0.01%
1,745
-80
249
$53.3K 0.01%
162
-6
250
$52.8K 0.01%
648
-780
8 9
10
11 12