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
$958M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$6.85M
3
+$5.95M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$3.29M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.14M

Top Sells

1
+$545K
2
+$518K
3
+$356K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$301K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$300K

Sector Composition

1 Technology 4.84%
2 Healthcare 2.61%
3 Consumer Staples 1.56%
4 Consumer Discretionary 1.26%
5 Financials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$7.34K ﹤0.01%
+102
527
$7.27K ﹤0.01%
+275
528
$7.25K ﹤0.01%
+42
529
$7.14K ﹤0.01%
+391
530
$7.11K ﹤0.01%
+637
531
$7.01K ﹤0.01%
+154
532
$7.01K ﹤0.01%
+250
533
$7.01K ﹤0.01%
+53
534
$7K ﹤0.01%
+35
535
$6.97K ﹤0.01%
+309
536
$6.71K ﹤0.01%
+108
537
$6.71K ﹤0.01%
+450
538
$6.69K ﹤0.01%
+328
539
$6.63K ﹤0.01%
+13
540
$6.56K ﹤0.01%
+260
541
$6.53K ﹤0.01%
+180
542
$6.51K ﹤0.01%
+75
543
$6.5K ﹤0.01%
+81
544
$6.49K ﹤0.01%
+1,222
545
$6.47K ﹤0.01%
+202
546
$6.43K ﹤0.01%
+167
547
$6.38K ﹤0.01%
+119
548
$6.35K ﹤0.01%
+120
549
$6.09K ﹤0.01%
+51
550
$6.08K ﹤0.01%
+352
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