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
$982M
AUM Growth
+$86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
746
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$36.3M
3
+$4M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.71M

Top Sells

1
+$7.35M
2
+$4.47M
3
+$3.45M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.19M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.14M

Sector Composition

1 Technology 4.89%
2 Consumer Staples 1.35%
3 Consumer Discretionary 1.13%
4 Financials 0.79%
5 Healthcare 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$69.4K 0.01%
1,524
227
$69.4K 0.01%
2,347
228
$69K 0.01%
746
229
$68.1K 0.01%
843
-149
230
$67.1K 0.01%
500
231
$64.8K 0.01%
326
232
$64.7K 0.01%
817
233
$64.6K 0.01%
276
+50
234
$64K 0.01%
2,594
-186
235
$63.9K 0.01%
2,894
+258
236
$63.9K 0.01%
333
+63
237
$63K 0.01%
162
238
$62.4K 0.01%
925
239
$62K 0.01%
106
+18
240
$61.6K 0.01%
1,107
-614
241
$58.1K 0.01%
382
242
$57.7K 0.01%
222
-13
243
$57.4K 0.01%
482
244
$57.2K 0.01%
1,975
+92
245
$57K 0.01%
252
246
$56.3K 0.01%
550
+59
247
$56.1K 0.01%
400
+50
248
$56.1K 0.01%
334
249
$54.4K 0.01%
403
250
$54.3K 0.01%
603
8 9
10
11 12