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 Buys

1
+$42.3M
2
+$36.3M
3
+$4M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.71M

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
451
$10.1K ﹤0.01%
277
452
$10.1K ﹤0.01%
1,224
-135
453
$9.98K ﹤0.01%
343
454
$9.95K ﹤0.01%
100
455
$9.76K ﹤0.01%
235
456
$9.74K ﹤0.01%
102
457
$9.67K ﹤0.01%
108
458
$9.47K ﹤0.01%
100
459
$9.44K ﹤0.01%
120
460
$9.36K ﹤0.01%
109
461
$9.36K ﹤0.01%
64
462
$9.29K ﹤0.01%
386
-20
463
$9.29K ﹤0.01%
12
464
$9.24K ﹤0.01%
275
465
$9.23K ﹤0.01%
821
466
$9.16K ﹤0.01%
40
467
$9.12K ﹤0.01%
48
468
$8.99K ﹤0.01%
153
+32
469
$8.88K ﹤0.01%
42
470
$8.8K ﹤0.01%
49
471
$8.79K ﹤0.01%
450
472
$8.77K ﹤0.01%
109
-1
473
$8.62K ﹤0.01%
110
474
$8.56K ﹤0.01%
309
-4,215
475
$8.54K ﹤0.01%
60
+50
17 18
19
20 21