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
476
$7.67K ﹤0.01%
79
477
$7.54K ﹤0.01%
112
478
$7.52K ﹤0.01%
48
-153
479
$7.48K ﹤0.01%
77
-544
480
$7.48K ﹤0.01%
97
-951
481
$7.47K ﹤0.01%
284
482
$7.46K ﹤0.01%
215
483
$7.37K ﹤0.01%
159
484
$7.3K ﹤0.01%
49
-300
485
$7.28K ﹤0.01%
162
486
$7.25K ﹤0.01%
53
487
$7.24K ﹤0.01%
81
-980
488
$7.22K ﹤0.01%
13
-45
489
$7.19K ﹤0.01%
37
-65
490
$7.19K ﹤0.01%
93
491
$7.16K ﹤0.01%
150
492
$7.11K ﹤0.01%
637
493
$7.01K ﹤0.01%
108
494
$6.95K ﹤0.01%
44
495
$6.94K ﹤0.01%
110
-35
496
$6.88K ﹤0.01%
23
-9
497
$6.79K ﹤0.01%
15
-109
498
$6.62K ﹤0.01%
352
499
$6.53K ﹤0.01%
121
-642
500
$6.46K ﹤0.01%
90
18 19
20
21 22