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
276
$40.2K ﹤0.01%
547
-300
277
$39.7K ﹤0.01%
544
278
$39.6K ﹤0.01%
95
+13
279
$39.6K ﹤0.01%
549
+110
280
$39.2K ﹤0.01%
246
281
$38.8K ﹤0.01%
1,125
-3,750
282
$38.8K ﹤0.01%
400
283
$38.5K ﹤0.01%
218
284
$38.4K ﹤0.01%
365
285
$38.4K ﹤0.01%
351
+61
286
$37K ﹤0.01%
791
287
$36.9K ﹤0.01%
1,032
288
$36.9K ﹤0.01%
143
-7
289
$36.2K ﹤0.01%
196
+34
290
$36K ﹤0.01%
225
291
$36K ﹤0.01%
57
-6
292
$36K ﹤0.01%
141
-59
293
$35.9K ﹤0.01%
1,396
-8,990
294
$35.7K ﹤0.01%
214
295
$35.1K ﹤0.01%
669
-35
296
$34.9K ﹤0.01%
214
297
$34.7K ﹤0.01%
494
298
$34.6K ﹤0.01%
780
299
$34.6K ﹤0.01%
230
+72
300
$34.3K ﹤0.01%
156
10 11
12
13 14