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
376
$18.3K ﹤0.01%
240
-14
377
$18.1K ﹤0.01%
120
-78
378
$17.9K ﹤0.01%
462
379
$17.8K ﹤0.01%
432
380
$17.7K ﹤0.01%
253
-15
381
$17.7K ﹤0.01%
325
382
$17.5K ﹤0.01%
100
-632
383
$17.3K ﹤0.01%
32
384
$17K ﹤0.01%
1,650
385
$17K ﹤0.01%
447
-23
386
$16.8K ﹤0.01%
376
387
$16.4K ﹤0.01%
184
388
$16.4K ﹤0.01%
493
389
$16K ﹤0.01%
770
390
$15.8K ﹤0.01%
580
391
$15.7K ﹤0.01%
917
392
$15.6K ﹤0.01%
740
393
$15.2K ﹤0.01%
216
-935
394
$14.9K ﹤0.01%
1,300
395
$14.5K ﹤0.01%
773
396
$14.4K ﹤0.01%
500
397
$14.4K ﹤0.01%
300
398
$14.3K ﹤0.01%
183
399
$14.3K ﹤0.01%
53
400
$14.2K ﹤0.01%
183
14 15
16
17 18