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
$896M
AUM Growth
-$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$2.24M
3
+$1.87M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$820K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$317K

Top Sells

1
+$27.8M
2
+$22.1M
3
+$21.1M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$14M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$13M

Sector Composition

1 Technology 5.5%
2 Consumer Staples 1.44%
3 Consumer Discretionary 1.12%
4 Financials 0.81%
5 Healthcare 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$14.2K ﹤0.01%
91
-354
402
$14K ﹤0.01%
+264
403
$14K ﹤0.01%
974
404
$13.9K ﹤0.01%
992
405
$13.8K ﹤0.01%
99
-67
406
$13.7K ﹤0.01%
106
-140
407
$13.7K ﹤0.01%
150
-270
408
$13.6K ﹤0.01%
1,605
409
$13.4K ﹤0.01%
254
410
$13.2K ﹤0.01%
1,146
411
$13.2K ﹤0.01%
87
412
$13K ﹤0.01%
167
413
$12.6K ﹤0.01%
48
414
$12.6K ﹤0.01%
266
-2
415
$12.4K ﹤0.01%
548
416
$12.4K ﹤0.01%
138
417
$12.3K ﹤0.01%
552
418
$12.3K ﹤0.01%
491
419
$12.2K ﹤0.01%
259
420
$12.1K ﹤0.01%
149
-4
421
$12.1K ﹤0.01%
730
422
$11.9K ﹤0.01%
170
-2,206
423
$11.8K ﹤0.01%
108
-38
424
$11.6K ﹤0.01%
133
425
$11.6K ﹤0.01%
26
-65
15 16
17
18 19