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 Buys

1
+$42.3M
2
+$36.3M
3
+$4M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.71M

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
501
$6.48K ﹤0.01%
48
502
$6.46K ﹤0.01%
158
503
$6.4K ﹤0.01%
85
504
$6.18K ﹤0.01%
34
-10
505
$6.05K ﹤0.01%
51
506
$5.96K ﹤0.01%
71
507
$5.86K ﹤0.01%
247
508
$5.76K ﹤0.01%
74
509
$5.7K ﹤0.01%
214
510
$5.68K ﹤0.01%
121
511
$5.66K ﹤0.01%
+855
512
$5.52K ﹤0.01%
161
-86
513
$5.46K ﹤0.01%
151
+8
514
$5.33K ﹤0.01%
90
515
$5.29K ﹤0.01%
40
516
$5.25K ﹤0.01%
126
517
$5.18K ﹤0.01%
23
518
$5.12K ﹤0.01%
66
519
$5.11K ﹤0.01%
216
-12
520
$5.08K ﹤0.01%
250
521
$5.03K ﹤0.01%
100
522
$4.82K ﹤0.01%
61
523
$4.82K ﹤0.01%
25
-1
524
$4.78K ﹤0.01%
46
525
$4.75K ﹤0.01%
74
19 20
21
22 23