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
$938M
AUM Growth
-$5.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
741
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.41M
3
+$2.03M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.51M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.27M

Top Sells

1
+$1.85M
2
+$1.23M
3
+$766K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$628K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$524K

Sector Composition

1 Technology 4.79%
2 Consumer Staples 1.58%
3 Consumer Discretionary 1.1%
4 Financials 0.87%
5 Healthcare 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$61.2K 0.01%
792
227
$60.8K 0.01%
925
-94
228
$60.4K 0.01%
2,594
229
$60.4K 0.01%
706
230
$59.8K 0.01%
+1,000
231
$59.7K 0.01%
646
-552
232
$59.5K 0.01%
603
233
$59.3K 0.01%
1,290
234
$58.7K 0.01%
135
235
$58.4K 0.01%
442
+400
236
$58.2K 0.01%
284
237
$55.9K 0.01%
297
-140
238
$55.4K 0.01%
475
+400
239
$54.5K 0.01%
484
-487
240
$52.8K 0.01%
528
-616
241
$52.6K 0.01%
473
242
$52.6K 0.01%
156
243
$52.2K 0.01%
136
+123
244
$51.9K 0.01%
304
-189
245
$51.4K 0.01%
383
246
$51.3K 0.01%
310
247
$51K 0.01%
514
248
$50.6K 0.01%
296
249
$50.6K 0.01%
334
250
$49.9K 0.01%
478
-3
8 9
10
11 12