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
276
$42.2K ﹤0.01%
473
-3,409
277
$42.1K ﹤0.01%
64
278
$41.9K ﹤0.01%
665
-40
279
$41.7K ﹤0.01%
365
-1,074
280
$41.3K ﹤0.01%
160
-21
281
$41.1K ﹤0.01%
738
282
$41.1K ﹤0.01%
88
-158
283
$40.1K ﹤0.01%
118
-551
284
$39.8K ﹤0.01%
226
-397
285
$39.7K ﹤0.01%
246
286
$39.5K ﹤0.01%
159
287
$38.6K ﹤0.01%
150
-24
288
$38.1K ﹤0.01%
704
-68
289
$37.8K ﹤0.01%
706
-2,564
290
$37.4K ﹤0.01%
218
291
$37.1K ﹤0.01%
214
-5,682
292
$37K ﹤0.01%
510
293
$36.9K ﹤0.01%
3,211
+12
294
$36.9K ﹤0.01%
544
-32
295
$36.8K ﹤0.01%
763
296
$36.2K ﹤0.01%
791
-614
297
$36.1K ﹤0.01%
119
-51
298
$35.3K ﹤0.01%
258
-1,108
299
$34.6K ﹤0.01%
400
300
$34.3K ﹤0.01%
+200
10 11
12
13 14