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
$1.16B
AUM Growth
+$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Sells

1 +$4.32M
2 +$3.35M
3 +$3.01M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.08M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.57M

Sector Composition

1 Technology 4.82%
2 Healthcare 2.54%
3 Consumer Staples 1.35%
4 Consumer Discretionary 1.22%
5 Financials 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$43.3K ﹤0.01%
1,030
+117
377
$43.2K ﹤0.01%
2,436
378
$43.1K ﹤0.01%
499
+380
379
$42.3K ﹤0.01%
1,296
+1,235
380
$41.8K ﹤0.01%
480
-95
381
$41.7K ﹤0.01%
+43
382
$41.7K ﹤0.01%
5,030
383
$41.6K ﹤0.01%
64
+47
384
$41K ﹤0.01%
686
+670
385
$40.7K ﹤0.01%
576
386
$40.3K ﹤0.01%
1,275
+20
387
$40.3K ﹤0.01%
305
388
$39.5K ﹤0.01%
763
389
$39.4K ﹤0.01%
590
+560
390
$38.7K ﹤0.01%
+91
391
$38.6K ﹤0.01%
246
392
$37.7K ﹤0.01%
586
393
$37.7K ﹤0.01%
420
394
$37.6K ﹤0.01%
87
+30
395
$36.8K ﹤0.01%
280
396
$36.4K ﹤0.01%
915
397
$36K ﹤0.01%
+400
398
$35.8K ﹤0.01%
246
399
$34.6K ﹤0.01%
381
-1
400
$34.3K ﹤0.01%
201