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 Buys

1
+$2.84M
2
+$2.41M
3
+$2.03M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.51M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.27M

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
351
$21.4K ﹤0.01%
1,910
352
$21.2K ﹤0.01%
1,162
353
$21.2K ﹤0.01%
1,650
354
$20.6K ﹤0.01%
571
355
$20.6K ﹤0.01%
35
356
$20.6K ﹤0.01%
100
357
$20.2K ﹤0.01%
30
358
$20.2K ﹤0.01%
392
359
$20.1K ﹤0.01%
76
360
$19.6K ﹤0.01%
161
361
$19.6K ﹤0.01%
1,600
362
$19.6K ﹤0.01%
218
363
$19.5K ﹤0.01%
432
364
$19.4K ﹤0.01%
71
365
$19.3K ﹤0.01%
71
366
$19.3K ﹤0.01%
+680
367
$19.1K ﹤0.01%
196
-10
368
$18.9K ﹤0.01%
580
369
$18.9K ﹤0.01%
130
370
$18.8K ﹤0.01%
376
371
$18.7K ﹤0.01%
676
372
$18.6K ﹤0.01%
145
-33
373
$18.6K ﹤0.01%
228
374
$18.2K ﹤0.01%
500
375
$18.1K ﹤0.01%
256
13 14
15
16 17