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
$944M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.08M
3
+$818K
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$402K
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$354K

Top Sells

1
+$5.45M
2
+$2.82M
3
+$2.23M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.76M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.61M

Sector Composition

1 Technology 5.03%
2 Consumer Staples 1.29%
3 Consumer Discretionary 1.11%
4 Financials 0.79%
5 Utilities 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$7.33K ﹤0.01%
159
477
$7.31K ﹤0.01%
93
-4
478
$7.27K ﹤0.01%
162
479
$7.25K ﹤0.01%
93
480
$7.23K ﹤0.01%
81
481
$7.19K ﹤0.01%
90
482
$6.7K ﹤0.01%
97
-3
483
$6.7K ﹤0.01%
150
484
$6.64K ﹤0.01%
236
485
$6.55K ﹤0.01%
50
-10
486
$6.46K ﹤0.01%
352
487
$6.45K ﹤0.01%
34
488
$6.38K ﹤0.01%
+165
489
$6.24K ﹤0.01%
365
-365
490
$6.07K ﹤0.01%
121
491
$6.02K ﹤0.01%
64
-3
492
$5.91K ﹤0.01%
58
-36
493
$5.87K ﹤0.01%
86
-23
494
$5.78K ﹤0.01%
13
495
$5.71K ﹤0.01%
90
496
$5.57K ﹤0.01%
161
497
$5.54K ﹤0.01%
8
498
$5.5K ﹤0.01%
52
499
$5.45K ﹤0.01%
264
-7
500
$5.27K ﹤0.01%
247
18 19
20
21 22