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
251
$53.8K 0.01%
1,531
-16
252
$53.2K 0.01%
300
-100
253
$52.9K 0.01%
473
254
$52.7K 0.01%
593
+83
255
$52.6K 0.01%
5,030
256
$51.8K 0.01%
251
+25
257
$51.8K 0.01%
616
-32
258
$51.3K 0.01%
1,745
259
$50.8K 0.01%
1,275
260
$50.3K 0.01%
799
261
$49.9K 0.01%
343
262
$48.9K 0.01%
1,879
-46
263
$48.2K ﹤0.01%
514
264
$47.6K ﹤0.01%
160
265
$46.8K ﹤0.01%
135
266
$46.7K ﹤0.01%
2,976
-323
267
$46.5K ﹤0.01%
706
268
$44.7K ﹤0.01%
411
269
$44.7K ﹤0.01%
72
+8
270
$43.5K ﹤0.01%
107
+11
271
$42.6K ﹤0.01%
118
272
$42.6K ﹤0.01%
3,211
273
$42.1K ﹤0.01%
119
274
$40.9K ﹤0.01%
707
-31
275
$40.5K ﹤0.01%
763
9 10
11
12 13