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
$938M
AUM Growth
-$5.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
741
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.41M
3
+$2.03M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.51M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.27M

Top Sells

1
+$1.85M
2
+$1.23M
3
+$766K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$628K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$524K

Sector Composition

1 Technology 4.79%
2 Consumer Staples 1.58%
3 Consumer Discretionary 1.1%
4 Financials 0.87%
5 Healthcare 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$14.4K ﹤0.01%
+458
402
$14.4K ﹤0.01%
102
403
$14.3K ﹤0.01%
565
404
$14.3K ﹤0.01%
30
405
$14.3K ﹤0.01%
+654
406
$14.3K ﹤0.01%
704
-429
407
$14.2K ﹤0.01%
1,044
408
$14.2K ﹤0.01%
394
-98
409
$14.1K ﹤0.01%
992
410
$14.1K ﹤0.01%
266
411
$14K ﹤0.01%
97
412
$13.7K ﹤0.01%
46
-12
413
$13.2K ﹤0.01%
548
414
$13.2K ﹤0.01%
377
415
$13.1K ﹤0.01%
1,223
416
$13.1K ﹤0.01%
1,605
417
$12.9K ﹤0.01%
1,146
418
$12.8K ﹤0.01%
466
419
$12.7K ﹤0.01%
1,262
420
$12.6K ﹤0.01%
26
421
$12.4K ﹤0.01%
106
422
$12.3K ﹤0.01%
152
423
$12.3K ﹤0.01%
48
424
$12.2K ﹤0.01%
48
425
$12.2K ﹤0.01%
70
15 16
17
18 19