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
+$31.4K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
766
New
Increased
Reduced
Closed

Top Buys

1 +$20.3K
2 +$10.1K
3 +$1.05K
4
CGC
Canopy Growth
CGC
+$733

Top Sells

1 +$9.68K
2 +$1.75K
3 +$108
4
LCID icon
Lucid Motors
LCID
+$22

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
$7.5K ﹤0.01%
98
527
$7.42K ﹤0.01%
460
528
$7.34K ﹤0.01%
102
529
$7.27K ﹤0.01%
275
530
$7.25K ﹤0.01%
42
531
$7.14K ﹤0.01%
391
532
$7.11K ﹤0.01%
637
533
$7.01K ﹤0.01%
154
534
$7.01K ﹤0.01%
250
535
$7.01K ﹤0.01%
53
536
$7K ﹤0.01%
35
537
$6.97K ﹤0.01%
309
538
$6.71K ﹤0.01%
108
539
$6.71K ﹤0.01%
450
540
$6.69K ﹤0.01%
328
541
$6.63K ﹤0.01%
13
542
$6.56K ﹤0.01%
260
543
$6.53K ﹤0.01%
180
544
$6.51K ﹤0.01%
75
545
$6.5K ﹤0.01%
81
546
$6.49K ﹤0.01%
1,222
547
$6.47K ﹤0.01%
202
548
$6.43K ﹤0.01%
167
549
$6.38K ﹤0.01%
119
550
$6.35K ﹤0.01%
120