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
$958M
AUM Growth
+$31.4K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1 +$20.3K
2 +$10.1K
3 +$1.05K
4
CGC
Canopy Growth
CGC
+$733

Top Sells

1 +$9.68K
2 +$1.75K
3 +$108
4
LCID icon
Lucid Motors
LCID
+$22

Sector Composition

1 Technology 4.84%
2 Healthcare 2.61%
3 Consumer Staples 1.56%
4 Consumer Discretionary 1.26%
5 Financials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$17.6K ﹤0.01%
600
427
$17.5K ﹤0.01%
60
428
$17.4K ﹤0.01%
137
429
$17.2K ﹤0.01%
523
430
$17.2K ﹤0.01%
348
431
$16.9K ﹤0.01%
35
432
$16.8K ﹤0.01%
1,000
433
$16.7K ﹤0.01%
528
434
$16.7K ﹤0.01%
136
435
$16.5K ﹤0.01%
254
436
$16K ﹤0.01%
268
437
$15.9K ﹤0.01%
250
438
$15.9K ﹤0.01%
392
439
$15.7K ﹤0.01%
145
440
$15.6K ﹤0.01%
770
441
$15.5K ﹤0.01%
740
442
$15.3K ﹤0.01%
144
443
$15.2K ﹤0.01%
205
444
$15.1K ﹤0.01%
161
445
$15K ﹤0.01%
470
446
$14.9K ﹤0.01%
154
447
$14.7K ﹤0.01%
917
448
$14.7K ﹤0.01%
400
449
$14.4K ﹤0.01%
96
450
$14.3K ﹤0.01%
580