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
$982M
AUM Growth
+$86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
746
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$36.3M
3
+$4M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.71M

Top Sells

1
+$7.35M
2
+$4.47M
3
+$3.45M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.19M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.14M

Sector Composition

1 Technology 4.89%
2 Consumer Staples 1.35%
3 Consumer Discretionary 1.13%
4 Financials 0.79%
5 Healthcare 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$15.2K ﹤0.01%
773
402
$15.2K ﹤0.01%
167
403
$15.2K ﹤0.01%
917
404
$14.6K ﹤0.01%
235
+71
405
$14.5K ﹤0.01%
992
406
$14.4K ﹤0.01%
974
407
$14.3K ﹤0.01%
87
408
$14.2K ﹤0.01%
1,146
409
$14.1K ﹤0.01%
98
-1
410
$14K ﹤0.01%
1,605
411
$13.9K ﹤0.01%
78
+25
412
$13.7K ﹤0.01%
759
+475
413
$13.6K ﹤0.01%
48
414
$13.4K ﹤0.01%
102
415
$13.4K ﹤0.01%
548
416
$13.4K ﹤0.01%
166
417
$13.3K ﹤0.01%
266
418
$13.2K ﹤0.01%
552
419
$13.2K ﹤0.01%
149
420
$13K ﹤0.01%
170
421
$13K ﹤0.01%
636
-1,800
422
$12.7K ﹤0.01%
143
+32
423
$12.4K ﹤0.01%
730
424
$12.4K ﹤0.01%
102
-6
425
$12.3K ﹤0.01%
491
15 16
17
18 19