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
501
$5.67K ﹤0.01%
90
502
$5.65K ﹤0.01%
58
503
$5.64K ﹤0.01%
32
-21
504
$5.61K ﹤0.01%
61
505
$5.54K ﹤0.01%
247
506
$5.45K ﹤0.01%
86
507
$5.29K ﹤0.01%
66
508
$5.17K ﹤0.01%
215
509
$5.16K ﹤0.01%
85
510
$5.1K ﹤0.01%
41
511
$5.09K ﹤0.01%
74
512
$5.04K ﹤0.01%
40
513
$5.04K ﹤0.01%
855
514
$4.88K ﹤0.01%
100
515
$4.81K ﹤0.01%
150
516
$4.73K ﹤0.01%
68
517
$4.65K ﹤0.01%
115
518
$4.64K ﹤0.01%
206
519
$4.61K ﹤0.01%
1
520
$4.59K ﹤0.01%
44
521
$4.55K ﹤0.01%
126
522
$4.46K ﹤0.01%
152
523
$4.44K ﹤0.01%
20
524
$4.21K ﹤0.01%
1,007
525
$4.19K ﹤0.01%
262
19 20
21
22 23