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
$944M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.08M
3
+$818K
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$402K
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$354K

Top Sells

1
+$5.45M
2
+$2.82M
3
+$2.23M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.76M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.61M

Sector Composition

1 Technology 5.03%
2 Consumer Staples 1.29%
3 Consumer Discretionary 1.11%
4 Financials 0.79%
5 Utilities 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$14.2K ﹤0.01%
97
-1
402
$14.2K ﹤0.01%
148
-48
403
$14K ﹤0.01%
183
404
$13.8K ﹤0.01%
26
405
$13.8K ﹤0.01%
466
+102
406
$13.8K ﹤0.01%
48
407
$13.6K ﹤0.01%
636
408
$13.6K ﹤0.01%
1,044
+259
409
$13.4K ﹤0.01%
73
-1
410
$13.4K ﹤0.01%
250
-4
411
$13.3K ﹤0.01%
300
412
$13.3K ﹤0.01%
491
413
$13.2K ﹤0.01%
548
414
$13.2K ﹤0.01%
1,146
415
$13.1K ﹤0.01%
1,605
416
$12.9K ﹤0.01%
26
-8
417
$12.9K ﹤0.01%
1,223
-1
418
$12.5K ﹤0.01%
1,262
-221
419
$12.5K ﹤0.01%
290
-8
420
$12.4K ﹤0.01%
152
421
$12.3K ﹤0.01%
166
422
$12.1K ﹤0.01%
686
423
$12K ﹤0.01%
162
-8
424
$12K ﹤0.01%
565
425
$11.9K ﹤0.01%
152
-36
15 16
17
18 19