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 Buys

1
+$2.84M
2
+$2.41M
3
+$2.03M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.51M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.27M

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
451
$9.81K ﹤0.01%
90
452
$9.61K ﹤0.01%
312
453
$9.42K ﹤0.01%
+176
454
$9.29K ﹤0.01%
52
-26
455
$9.21K ﹤0.01%
146
456
$9.2K ﹤0.01%
109
457
$9.08K ﹤0.01%
71
458
$9.01K ﹤0.01%
100
459
$9K ﹤0.01%
143
460
$8.96K ﹤0.01%
81
461
$8.95K ﹤0.01%
97
462
$8.93K ﹤0.01%
100
-37
463
$8.85K ﹤0.01%
236
464
$8.66K ﹤0.01%
821
465
$8.48K ﹤0.01%
224
466
$8.48K ﹤0.01%
23
467
$8.42K ﹤0.01%
120
+3
468
$8.29K ﹤0.01%
111
469
$8.28K ﹤0.01%
450
470
$8.23K ﹤0.01%
+100
471
$8.16K ﹤0.01%
12
472
$8.1K ﹤0.01%
309
473
$8.07K ﹤0.01%
320
474
$7.96K ﹤0.01%
104
475
$7.94K ﹤0.01%
53
17 18
19
20 21