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
$1.11B
AUM Growth
+$99.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,176
New
Increased
Reduced
Closed

Top Buys

1 +$6.79M
2 +$3.91M
3 +$2.6M
4
NVDA icon
NVIDIA
NVDA
+$1.99M
5
AAPL icon
Apple
AAPL
+$1.81M

Top Sells

1 +$4.62M
2 +$3.77M
3 +$3.24M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.76M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.16M

Sector Composition

1 Technology 6.66%
2 Consumer Staples 1.5%
3 Consumer Discretionary 1.34%
4 Financials 1.28%
5 Healthcare 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ACN icon
276
Accenture
ACN
$157B
$77K 0.01%
314
+32
BWA icon
277
BorgWarner
BWA
$9.42B
$76.5K 0.01%
+1,711
HDV icon
278
iShares Core High Dividend ETF
HDV
$11.6B
$76.5K 0.01%
+625
VLO icon
279
Valero Energy
VLO
$51.7B
$76.3K 0.01%
476
+69
VOOV icon
280
Vanguard S&P 500 Value ETF
VOOV
$5.83B
$76.3K 0.01%
380
STRL icon
281
Sterling Infrastructure
STRL
$11.7B
$76.1K 0.01%
+218
VIOG icon
282
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$880M
$75.9K 0.01%
620
PRK icon
283
Park National Corp
PRK
$2.55B
$75.9K 0.01%
470
+136
APD icon
284
Air Products & Chemicals
APD
$56.6B
$75.7K 0.01%
279
+119
MFC icon
285
Manulife Financial
MFC
$55.5B
$75K 0.01%
2,347
CI icon
286
Cigna
CI
$82.3B
$75K 0.01%
241
+135
JPST icon
287
JPMorgan Ultra-Short Income ETF
JPST
$34.1B
$74.9K 0.01%
+1,480
DBEF icon
288
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.38B
$74.8K 0.01%
1,583
-83
LTPZ icon
289
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
$722M
$74.6K 0.01%
1,404
CNP icon
290
CenterPoint Energy
CNP
$25.8B
$74.5K 0.01%
1,918
+173
IRDM icon
291
Iridium Communications
IRDM
$1.81B
$73.1K 0.01%
3,894
SPLG icon
292
SPDR Portfolio S&P 500 ETF
SPLG
$91.3B
$72.8K 0.01%
925
VNQ icon
293
Vanguard Real Estate ETF
VNQ
$34B
$72.8K 0.01%
796
VIOV icon
294
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.43B
$72.2K 0.01%
746
CSX icon
295
CSX Corp
CSX
$66.4B
$72.2K 0.01%
2,004
+879
BSX icon
296
Boston Scientific
BSX
$150B
$71.4K 0.01%
+734
ILCB icon
297
iShares Morningstar US Equity ETF
ILCB
$1.18B
$71.3K 0.01%
768
-24
HWM icon
298
Howmet Aerospace
HWM
$81B
$71.2K 0.01%
376
+202
TEL icon
299
TE Connectivity
TEL
$69.9B
$70K 0.01%
317
+139
UPS icon
300
United Parcel Service
UPS
$81.7B
$69.6K 0.01%
802
+549