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 Buys

1
+$42.3M
2
+$36.3M
3
+$4M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.71M

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
376
$18.8K ﹤0.01%
502
-26
377
$18.3K ﹤0.01%
183
378
$18.3K ﹤0.01%
280
+75
379
$18.2K ﹤0.01%
77
+23
380
$18.2K ﹤0.01%
447
381
$18.1K ﹤0.01%
1,650
382
$17.9K ﹤0.01%
376
383
$17.8K ﹤0.01%
216
384
$17.6K ﹤0.01%
770
385
$17.6K ﹤0.01%
188
-79
386
$17.6K ﹤0.01%
34
+8
387
$17.3K ﹤0.01%
124
+62
388
$17.2K ﹤0.01%
74
+37
389
$16.9K ﹤0.01%
300
390
$16.9K ﹤0.01%
1,300
391
$16.7K ﹤0.01%
31
-1
392
$16.5K ﹤0.01%
172
+35
393
$16.1K ﹤0.01%
254
394
$15.8K ﹤0.01%
59
+6
395
$15.8K ﹤0.01%
183
396
$15.7K ﹤0.01%
106
397
$15.7K ﹤0.01%
500
398
$15.7K ﹤0.01%
1,483
-200
399
$15.5K ﹤0.01%
740
400
$15.5K ﹤0.01%
376
-86
14 15
16
17 18