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 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
476
$8.44K ﹤0.01%
81
477
$8.42K ﹤0.01%
53
478
$8.41K ﹤0.01%
391
479
$8.41K ﹤0.01%
320
480
$8.03K ﹤0.01%
77
481
$8K ﹤0.01%
79
482
$7.99K ﹤0.01%
236
-120
483
$7.84K ﹤0.01%
90
484
$7.79K ﹤0.01%
97
485
$7.67K ﹤0.01%
159
486
$7.6K ﹤0.01%
637
487
$7.57K ﹤0.01%
162
488
$7.45K ﹤0.01%
23
489
$7.39K ﹤0.01%
93
490
$7.3K ﹤0.01%
112
491
$7.16K ﹤0.01%
150
492
$7.13K ﹤0.01%
352
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$7.03K ﹤0.01%
39
-2
494
$6.84K ﹤0.01%
212
495
$6.77K ﹤0.01%
121
496
$6.73K ﹤0.01%
13
497
$6.72K ﹤0.01%
67
498
$6.67K ﹤0.01%
8
499
$6.61K ﹤0.01%
100
500
$6.57K ﹤0.01%
52