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
501
$6.45K ﹤0.01%
228
502
$6.37K ﹤0.01%
41
503
$6.27K ﹤0.01%
212
504
$6.13K ﹤0.01%
214
505
$6.08K ﹤0.01%
158
506
$6.06K ﹤0.01%
100
507
$5.95K ﹤0.01%
350
-350
508
$5.92K ﹤0.01%
67
509
$5.84K ﹤0.01%
52
-585
510
$5.77K ﹤0.01%
74
511
$5.75K ﹤0.01%
121
512
$5.64K ﹤0.01%
250
513
$5.64K ﹤0.01%
85
514
$5.58K ﹤0.01%
452
515
$5.47K ﹤0.01%
247
516
$5.26K ﹤0.01%
310
-1,258
517
$5.18K ﹤0.01%
23
-680
518
$5.08K ﹤0.01%
90
519
$4.98K ﹤0.01%
51
520
$4.93K ﹤0.01%
36
+18
521
$4.91K ﹤0.01%
121
522
$4.88K ﹤0.01%
143
+43
523
$4.87K ﹤0.01%
100
524
$4.83K ﹤0.01%
40
525
$4.73K ﹤0.01%
71
19 20
21
22 23