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
$938M
AUM Growth
-$5.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
741
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.41M
3
+$2.03M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.51M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.27M

Top Sells

1
+$1.85M
2
+$1.23M
3
+$766K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$628K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$524K

Sector Composition

1 Technology 4.79%
2 Consumer Staples 1.58%
3 Consumer Discretionary 1.1%
4 Financials 0.87%
5 Healthcare 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$38.1K ﹤0.01%
982
277
$37.9K ﹤0.01%
669
278
$37.1K ﹤0.01%
79
279
$37.1K ﹤0.01%
83
-18
280
$37K ﹤0.01%
967
-1,210
281
$36.9K ﹤0.01%
517
282
$36.9K ﹤0.01%
707
283
$36.5K ﹤0.01%
117
284
$36.3K ﹤0.01%
218
285
$36K ﹤0.01%
263
286
$35.6K ﹤0.01%
791
287
$35.4K ﹤0.01%
133
288
$35.2K ﹤0.01%
107
289
$35.2K ﹤0.01%
400
290
$34.6K ﹤0.01%
57
291
$34.1K ﹤0.01%
+582
292
$33.9K ﹤0.01%
98
-6
293
$33.8K ﹤0.01%
1,444
294
$33.8K ﹤0.01%
250
295
$33.4K ﹤0.01%
295
296
$33.4K ﹤0.01%
225
297
$33.1K ﹤0.01%
1,125
298
$32.8K ﹤0.01%
665
299
$32.5K ﹤0.01%
235
300
$32.3K ﹤0.01%
214
10 11
12
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