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
$958M
AUM Growth
+$31.4K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1 +$20.3K
2 +$10.1K
3 +$1.05K
4
CGC
Canopy Growth
CGC
+$733

Top Sells

1 +$9.68K
2 +$1.75K
3 +$108
4
LCID icon
Lucid Motors
LCID
+$22

Sector Composition

1 Technology 4.84%
2 Healthcare 2.61%
3 Consumer Staples 1.56%
4 Consumer Discretionary 1.26%
5 Financials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$21.8K ﹤0.01%
512
402
$21.8K ﹤0.01%
1,200
403
$21.8K ﹤0.01%
1,120
404
$21.7K ﹤0.01%
2,241
405
$21.7K ﹤0.01%
200
406
$21.5K ﹤0.01%
57
407
$21.4K ﹤0.01%
176
408
$21.1K ﹤0.01%
246
409
$20.9K ﹤0.01%
218
410
$20.9K ﹤0.01%
359
411
$20.9K ﹤0.01%
199
412
$20.8K ﹤0.01%
94
413
$20.7K ﹤0.01%
333
414
$20.3K ﹤0.01%
+1,212
415
$20.1K ﹤0.01%
167
416
$19.9K ﹤0.01%
316
417
$19.5K ﹤0.01%
424
418
$19.2K ﹤0.01%
705
419
$19K ﹤0.01%
461
420
$18.9K ﹤0.01%
535
421
$18.7K ﹤0.01%
151
422
$18.3K ﹤0.01%
2,375
423
$17.9K ﹤0.01%
307
424
$17.9K ﹤0.01%
1,162
425
$17.7K ﹤0.01%
264