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
251
$52.7K 0.01%
494
252
$52.7K 0.01%
1,883
-7,061
253
$52.4K 0.01%
2,636
-875
254
$51.6K 0.01%
2,436
255
$51.1K 0.01%
214
-1,995
256
$50.6K 0.01%
603
257
$49.9K 0.01%
5,030
258
$49.8K 0.01%
1,547
-338
259
$49.6K 0.01%
270
260
$48.8K 0.01%
403
-2,744
261
$47.7K 0.01%
3,299
262
$47.5K 0.01%
334
263
$47.5K 0.01%
491
264
$47.4K 0.01%
343
-17
265
$47.1K 0.01%
235
-11
266
$46.9K 0.01%
799
267
$46K 0.01%
226
-119
268
$44.7K 0.01%
2,749
269
$44.6K 0.01%
135
-24
270
$44.1K ﹤0.01%
350
-107
271
$43.9K ﹤0.01%
575
-312
272
$43.5K ﹤0.01%
514
273
$43.3K ﹤0.01%
1,925
274
$43.3K ﹤0.01%
1,275
275
$42.7K ﹤0.01%
411
-1,994
9 10
11
12 13