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
451
$14.1K ﹤0.01%
32
452
$13.9K ﹤0.01%
367
453
$13.9K ﹤0.01%
1,650
454
$13.5K ﹤0.01%
183
455
$13.5K ﹤0.01%
500
456
$13.4K ﹤0.01%
108
457
$13.2K ﹤0.01%
300
458
$13.2K ﹤0.01%
773
459
$13.1K ﹤0.01%
32
460
$12.9K ﹤0.01%
376
461
$12.8K ﹤0.01%
505
462
$12.7K ﹤0.01%
254
463
$12.5K ﹤0.01%
1,146
464
$12.5K ﹤0.01%
102
465
$12.5K ﹤0.01%
87
466
$12.3K ﹤0.01%
1,300
467
$12.2K ﹤0.01%
500
468
$11.8K ﹤0.01%
1,605
469
$11.8K ﹤0.01%
500
470
$11.7K ﹤0.01%
205
471
$11.5K ﹤0.01%
700
472
$11.5K ﹤0.01%
974
473
$11.4K ﹤0.01%
992
474
$11.3K ﹤0.01%
290
475
$11.2K ﹤0.01%
50