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
$1.16B
AUM Growth
+$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Sells

1 +$4.32M
2 +$3.35M
3 +$3.01M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.08M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.57M

Sector Composition

1 Technology 4.82%
2 Healthcare 2.54%
3 Consumer Staples 1.35%
4 Consumer Discretionary 1.22%
5 Financials 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$34.2K ﹤0.01%
738
+113
402
$34K ﹤0.01%
214
-22
403
$33.7K ﹤0.01%
981
404
$33.7K ﹤0.01%
218
405
$33.4K ﹤0.01%
1,143
406
$33.3K ﹤0.01%
118
+24
407
$33.2K ﹤0.01%
+1,549
408
$32.5K ﹤0.01%
1,600
409
$32.5K ﹤0.01%
3,199
+14
410
$32.4K ﹤0.01%
225
411
$32.3K ﹤0.01%
609
+425
412
$31.9K ﹤0.01%
311
413
$31.9K ﹤0.01%
508
414
$31.3K ﹤0.01%
+158
415
$31.2K ﹤0.01%
969
416
$31.2K ﹤0.01%
834
417
$31.1K ﹤0.01%
+439
418
$31.1K ﹤0.01%
203
-74
419
$30.9K ﹤0.01%
+510
420
$30.7K ﹤0.01%
424
421
$30K ﹤0.01%
246
+47
422
$29.7K ﹤0.01%
1,280
+80
423
$29.6K ﹤0.01%
263
424
$29.5K ﹤0.01%
1,568
+1,240
425
$29.5K ﹤0.01%
512