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 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
426
$12.3K ﹤0.01%
271
427
$12.2K ﹤0.01%
26
428
$12K ﹤0.01%
150
429
$12K ﹤0.01%
379
430
$11.9K ﹤0.01%
686
431
$11.8K ﹤0.01%
152
-117
432
$11.7K ﹤0.01%
298
433
$11.4K ﹤0.01%
+480
434
$11.2K ﹤0.01%
116
435
$11.1K ﹤0.01%
115
+1
436
$11K ﹤0.01%
1,450
437
$11K ﹤0.01%
236
438
$10.9K ﹤0.01%
565
+215
439
$10.9K ﹤0.01%
90
440
$10.9K ﹤0.01%
156
-108
441
$10.9K ﹤0.01%
259
442
$10.8K ﹤0.01%
364
443
$10.7K ﹤0.01%
215
444
$10.5K ﹤0.01%
90
445
$10.5K ﹤0.01%
785
+740
446
$10.5K ﹤0.01%
94
447
$10.5K ﹤0.01%
146
448
$10.4K ﹤0.01%
425
449
$10.4K ﹤0.01%
133
450
$10.4K ﹤0.01%
70