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 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
351
$22.6K ﹤0.01%
315
352
$22.6K ﹤0.01%
1,162
353
$22.5K ﹤0.01%
493
354
$22.5K ﹤0.01%
705
355
$22.3K ﹤0.01%
409
+32
356
$22.2K ﹤0.01%
355
357
$21.9K ﹤0.01%
1,133
-437
358
$21.9K ﹤0.01%
144
359
$21.6K ﹤0.01%
505
360
$21.6K ﹤0.01%
727
361
$21.5K ﹤0.01%
71
362
$21K ﹤0.01%
319
363
$20.6K ﹤0.01%
392
364
$20.6K ﹤0.01%
100
365
$20.4K ﹤0.01%
1,600
366
$20.3K ﹤0.01%
161
367
$19.8K ﹤0.01%
196
+58
368
$19.7K ﹤0.01%
240
369
$19.6K ﹤0.01%
218
-62
370
$19.6K ﹤0.01%
432
371
$19.5K ﹤0.01%
35
372
$19.2K ﹤0.01%
253
373
$19.2K ﹤0.01%
125
+34
374
$19K ﹤0.01%
580
375
$18.8K ﹤0.01%
325