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
$944M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.08M
3
+$818K
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$402K
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$354K

Top Sells

1
+$5.45M
2
+$2.82M
3
+$2.23M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.76M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.61M

Sector Composition

1 Technology 5.03%
2 Consumer Staples 1.29%
3 Consumer Discretionary 1.11%
4 Financials 0.79%
5 Utilities 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$17.1K ﹤0.01%
425
-22
377
$17.1K ﹤0.01%
30
-131
378
$17K ﹤0.01%
500
379
$16.7K ﹤0.01%
759
380
$16.7K ﹤0.01%
117
-38
381
$16.4K ﹤0.01%
1,300
382
$16K ﹤0.01%
58
-1
383
$16K ﹤0.01%
492
-456
384
$15.9K ﹤0.01%
770
385
$15.8K ﹤0.01%
+557
386
$15.6K ﹤0.01%
740
387
$15.5K ﹤0.01%
649
+169
388
$15.5K ﹤0.01%
30
-1
389
$15.3K ﹤0.01%
917
390
$15.1K ﹤0.01%
377
-32
391
$15.1K ﹤0.01%
167
392
$14.8K ﹤0.01%
992
393
$14.8K ﹤0.01%
773
394
$14.7K ﹤0.01%
78
395
$14.5K ﹤0.01%
124
396
$14.5K ﹤0.01%
974
397
$14.4K ﹤0.01%
102
398
$14.3K ﹤0.01%
821
399
$14.2K ﹤0.01%
106
400
$14.2K ﹤0.01%
+6,000
14 15
16
17 18