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 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
426
$11.8K ﹤0.01%
271
427
$11.6K ﹤0.01%
117
-3
428
$11.6K ﹤0.01%
145
-4
429
$11.3K ﹤0.01%
137
-35
430
$11.1K ﹤0.01%
379
431
$10.8K ﹤0.01%
70
432
$10.8K ﹤0.01%
1,450
433
$10.8K ﹤0.01%
343
434
$10.7K ﹤0.01%
90
435
$10.4K ﹤0.01%
53
-24
436
$10.4K ﹤0.01%
90
437
$10.4K ﹤0.01%
236
438
$10.3K ﹤0.01%
425
439
$10.1K ﹤0.01%
100
440
$10.1K ﹤0.01%
49
441
$10.1K ﹤0.01%
277
442
$9.93K ﹤0.01%
48
443
$9.93K ﹤0.01%
259
444
$9.85K ﹤0.01%
40
445
$9.82K ﹤0.01%
133
446
$9.8K ﹤0.01%
275
447
$9.58K ﹤0.01%
+210
448
$9.43K ﹤0.01%
75
-2
449
$9.39K ﹤0.01%
71
-539
450
$9.32K ﹤0.01%
224
-11