SL
Salomon & Ludwin Portfolio holdings
AUM
$1.01B
1-Year Return
10.74%
This Quarter Return
+5.14%
1 Year Return
+10.74%
3 Year Return
+47.47%
5 Year Return
+84.72%
10 Year Return
–
AUM
$982M
AUM Growth
+$86M
(+9.6%)
Cap. Flow
+$36.7M
Cap. Flow
% of AUM
3.74%
Top 10 Holdings %
Top 10 Hldgs %
45.67%
Holding
746
New
11
Increased
108
Reduced
169
Closed
12
Top Buys
Top Sells
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$7.35M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$4.47M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
$3.45M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$3.19M |
| 5 |
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% |
