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 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
426
$12.1K ﹤0.01%
300
427
$12.1K ﹤0.01%
271
428
$12K ﹤0.01%
145
429
$12K ﹤0.01%
162
430
$11.9K ﹤0.01%
379
431
$11.8K ﹤0.01%
152
432
$11.8K ﹤0.01%
235
-55
433
$11.7K ﹤0.01%
343
434
$11.7K ﹤0.01%
491
435
$11.5K ﹤0.01%
277
436
$11.5K ﹤0.01%
974
437
$11.3K ﹤0.01%
117
438
$11.2K ﹤0.01%
166
439
$11.1K ﹤0.01%
686
440
$10.9K ﹤0.01%
1,450
441
$10.8K ﹤0.01%
259
442
$10.8K ﹤0.01%
49
443
$10.7K ﹤0.01%
40
444
$10.7K ﹤0.01%
133
445
$10.3K ﹤0.01%
275
446
$10.3K ﹤0.01%
425
447
$10.2K ﹤0.01%
20
-6
448
$10.1K ﹤0.01%
90
449
$9.86K ﹤0.01%
386
450
$9.81K ﹤0.01%
636