SL
Salomon & Ludwin Portfolio holdings
AUM
$1.01B
1-Year Return
10.74%
This Quarter Return
+7.89%
1 Year Return
+10.74%
3 Year Return
+47.47%
5 Year Return
+84.72%
10 Year Return
–
AUM
$1.01B
AUM Growth
+$74.1M
(+7.9%)
Cap. Flow
+$4.44M
Cap. Flow
% of AUM
0.44%
Top 10 Holdings %
Top 10 Hldgs %
45.62%
Holding
1,137
New
420
Increased
173
Reduced
138
Closed
16
Top Buys
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$3.29M |
| 2 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$1.78M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$1.65M |
| 4 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$1.28M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$1.12M |
Top Sells
| 1 |
iShares S&P 500 Growth ETF
IVW
|
+$3.05M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$2.02M |
| 3 |
Vanguard Growth ETF
VUG
|
+$1.35M |
| 4 |
Microsoft
MSFT
|
+$1.21M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$904K |
Sector Composition
| 1 | Technology | 5.46% |
| 2 | Consumer Staples | 1.55% |
| 3 | Consumer Discretionary | 1.06% |
| 4 | Financials | 0.86% |
| 5 | Utilities | 0.54% |
