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
$896M
AUM Growth
-$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$2.24M
3
+$1.87M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$820K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$317K

Top Sells

1
+$27.8M
2
+$22.1M
3
+$21.1M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$14M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$13M

Sector Composition

1 Technology 5.5%
2 Consumer Staples 1.44%
3 Consumer Discretionary 1.12%
4 Financials 0.81%
5 Healthcare 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$21.9K ﹤0.01%
144
352
$21.8K ﹤0.01%
49
-2
353
$21.8K ﹤0.01%
496
-534
354
$21.7K ﹤0.01%
1,212
355
$21.6K ﹤0.01%
1,162
356
$21.1K ﹤0.01%
290
357
$21.1K ﹤0.01%
1,683
-3,671
358
$21.1K ﹤0.01%
770
359
$20.9K ﹤0.01%
1,600
360
$20.9K ﹤0.01%
705
361
$20.8K ﹤0.01%
121
362
$20.8K ﹤0.01%
267
-114
363
$20.6K ﹤0.01%
71
-47
364
$20K ﹤0.01%
377
-742
365
$19.7K ﹤0.01%
35
-80
366
$19.7K ﹤0.01%
269
-263
367
$19.5K ﹤0.01%
392
368
$19.2K ﹤0.01%
161
369
$19.1K ﹤0.01%
692
370
$18.9K ﹤0.01%
315
-197
371
$18.7K ﹤0.01%
295
-711
372
$18.6K ﹤0.01%
132
-549
373
$18.5K ﹤0.01%
528
374
$18.4K ﹤0.01%
505
-2,095
375
$18.4K ﹤0.01%
200
13 14
15
16 17