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
451
$9.55K ﹤0.01%
100
-1,500
452
$9.3K ﹤0.01%
821
-3,998
453
$9.05K ﹤0.01%
100
454
$9.03K ﹤0.01%
164
455
$8.99K ﹤0.01%
102
456
$8.97K ﹤0.01%
94
-6
457
$8.96K ﹤0.01%
235
458
$8.93K ﹤0.01%
111
-706
459
$8.78K ﹤0.01%
70
460
$8.58K ﹤0.01%
62
-365
461
$8.57K ﹤0.01%
277
-43
462
$8.55K ﹤0.01%
109
-390
463
$8.53K ﹤0.01%
48
464
$8.52K ﹤0.01%
120
465
$8.38K ﹤0.01%
275
466
$8.27K ﹤0.01%
450
467
$8.27K ﹤0.01%
64
-325
468
$8.24K ﹤0.01%
110
-220
469
$8.18K ﹤0.01%
8
-35
470
$8.14K ﹤0.01%
320
471
$8.09K ﹤0.01%
42
472
$8.07K ﹤0.01%
40
473
$8.02K ﹤0.01%
53
474
$7.96K ﹤0.01%
247
475
$7.82K ﹤0.01%
391
17 18
19
20 21