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 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
326
$25.7K ﹤0.01%
328
-87
327
$25.4K ﹤0.01%
249
328
$25.2K ﹤0.01%
180
329
$25.1K ﹤0.01%
132
330
$24.9K ﹤0.01%
425
331
$24.8K ﹤0.01%
1,120
332
$24.7K ﹤0.01%
275
333
$24.6K ﹤0.01%
523
334
$24.4K ﹤0.01%
397
-140
335
$24.4K ﹤0.01%
190
336
$23.5K ﹤0.01%
160
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$23.4K ﹤0.01%
319
338
$23.3K ﹤0.01%
189
339
$23.1K ﹤0.01%
1,212
340
$23.1K ﹤0.01%
210
341
$22.9K ﹤0.01%
400
-141
342
$22.8K ﹤0.01%
535
343
$22.6K ﹤0.01%
174
344
$22.5K ﹤0.01%
434
-94
345
$22.3K ﹤0.01%
705
346
$22.3K ﹤0.01%
45
347
$22.1K ﹤0.01%
311
348
$21.9K ﹤0.01%
136
349
$21.7K ﹤0.01%
92
350
$21.6K ﹤0.01%
251
+40