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
326
$26.3K ﹤0.01%
130
327
$26.2K ﹤0.01%
644
-9
328
$26K ﹤0.01%
209
+25
329
$25.9K ﹤0.01%
535
330
$25.7K ﹤0.01%
348
+53
331
$25.7K ﹤0.01%
190
332
$25.3K ﹤0.01%
820
333
$25.2K ﹤0.01%
425
334
$25.2K ﹤0.01%
231
+41
335
$25.1K ﹤0.01%
+421
336
$25K ﹤0.01%
+456
337
$25K ﹤0.01%
275
338
$24.8K ﹤0.01%
189
+57
339
$24.7K ﹤0.01%
496
340
$24.2K ﹤0.01%
676
-1,800
341
$24.1K ﹤0.01%
206
342
$24K ﹤0.01%
1,212
343
$23.7K ﹤0.01%
136
344
$23.5K ﹤0.01%
71
-3
345
$23.5K ﹤0.01%
1,120
346
$23.5K ﹤0.01%
523
347
$23.4K ﹤0.01%
155
+35
348
$23.1K ﹤0.01%
47
-2
349
$23K ﹤0.01%
107
+53
350
$22.9K ﹤0.01%
1,910
12 13
14
15 16