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 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
376
$17.9K ﹤0.01%
299
-35
377
$17.9K ﹤0.01%
241
378
$17.8K ﹤0.01%
325
379
$17.6K ﹤0.01%
144
380
$17.6K ﹤0.01%
6,000
381
$17.6K ﹤0.01%
747
382
$17.6K ﹤0.01%
448
-57
383
$17.3K ﹤0.01%
216
384
$17.2K ﹤0.01%
493
385
$17.2K ﹤0.01%
425
386
$16.9K ﹤0.01%
727
387
$16.6K ﹤0.01%
649
388
$16.2K ﹤0.01%
168
-764
389
$16.2K ﹤0.01%
770
390
$15.9K ﹤0.01%
167
391
$15.9K ﹤0.01%
73
392
$15.8K ﹤0.01%
112
-5
393
$15.8K ﹤0.01%
172
394
$15.5K ﹤0.01%
1,300
395
$15.4K ﹤0.01%
917
396
$15.3K ﹤0.01%
376
-125
397
$15.3K ﹤0.01%
740
398
$14.8K ﹤0.01%
124
399
$14.6K ﹤0.01%
773
400
$14.5K ﹤0.01%
250