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
426
$11.6K ﹤0.01%
686
-1,984
427
$11.6K ﹤0.01%
102
428
$11.5K ﹤0.01%
379
429
$11.4K ﹤0.01%
54
-1
430
$11.1K ﹤0.01%
26
-154
431
$11K ﹤0.01%
271
432
$10.9K ﹤0.01%
205
433
$10.9K ﹤0.01%
114
-553
434
$10.6K ﹤0.01%
54
-40
435
$10.5K ﹤0.01%
90
-18
436
$10.4K ﹤0.01%
1,450
437
$10.3K ﹤0.01%
146
438
$10.3K ﹤0.01%
236
439
$10.2K ﹤0.01%
116
-174
440
$10.2K ﹤0.01%
166
441
$10.2K ﹤0.01%
137
442
$10.2K ﹤0.01%
406
443
$10.2K ﹤0.01%
425
444
$10.1K ﹤0.01%
1,359
-972
445
$10.1K ﹤0.01%
356
446
$9.99K ﹤0.01%
364
447
$9.94K ﹤0.01%
343
-800
448
$9.89K ﹤0.01%
12
449
$9.77K ﹤0.01%
90
450
$9.59K ﹤0.01%
298
16 17
18
19 20