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
476
$7.93K ﹤0.01%
42
477
$7.89K ﹤0.01%
391
478
$7.82K ﹤0.01%
79
479
$7.73K ﹤0.01%
96
-52
480
$7.48K ﹤0.01%
159
481
$7.39K ﹤0.01%
162
482
$7.35K ﹤0.01%
112
483
$7.34K ﹤0.01%
93
484
$7.34K ﹤0.01%
93
485
$7.3K ﹤0.01%
475
-284
486
$7.26K ﹤0.01%
150
487
$7.2K ﹤0.01%
100
488
$7.11K ﹤0.01%
50
489
$6.97K ﹤0.01%
352
490
$6.58K ﹤0.01%
108
491
$6.53K ﹤0.01%
121
492
$6.43K ﹤0.01%
365
493
$6.43K ﹤0.01%
637
494
$6.17K ﹤0.01%
34
495
$6.12K ﹤0.01%
22
496
$5.91K ﹤0.01%
64
497
$5.87K ﹤0.01%
97
498
$5.81K ﹤0.01%
52
499
$5.81K ﹤0.01%
150
500
$5.7K ﹤0.01%
25
18 19
20
21 22