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
$944M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Sells

1 +$5.45M
2 +$2.82M
3 +$2.23M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.76M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.61M

Sector Composition

1 Technology 5.03%
2 Consumer Staples 1.29%
3 Consumer Discretionary 1.11%
4 Financials 0.79%
5 Utilities 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$30.5K ﹤0.01%
969
302
$29.9K ﹤0.01%
399
-95
303
$29.9K ﹤0.01%
1,127
-848
304
$29.9K ﹤0.01%
265
+8
305
$29.9K ﹤0.01%
214
306
$29.8K ﹤0.01%
528
+72
307
$29.5K ﹤0.01%
107
-28
308
$28.8K ﹤0.01%
250
-6
309
$28.4K ﹤0.01%
235
-2
310
$28.2K ﹤0.01%
234
311
$27.9K ﹤0.01%
523
312
$27.4K ﹤0.01%
209
313
$27.4K ﹤0.01%
132
-3
314
$27.3K ﹤0.01%
644
315
$26.6K ﹤0.01%
228
-2
316
$26.5K ﹤0.01%
210
-33
317
$26.3K ﹤0.01%
700
318
$26.2K ﹤0.01%
300
319
$25.2K ﹤0.01%
820
320
$25.1K ﹤0.01%
136
321
$25.1K ﹤0.01%
425
322
$24.8K ﹤0.01%
249
323
$24.6K ﹤0.01%
496
324
$24.5K ﹤0.01%
1,120
325
$24.2K ﹤0.01%
107