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
$1.16B
AUM Growth
+$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Sells

1 +$4.32M
2 +$3.35M
3 +$3.01M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$2.08M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.57M

Sector Composition

1 Technology 4.82%
2 Healthcare 2.54%
3 Consumer Staples 1.35%
4 Consumer Discretionary 1.22%
5 Financials 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$12.4K ﹤0.01%
552
527
$12.4K ﹤0.01%
1,036
+134
528
$12.3K ﹤0.01%
+140
529
$12.2K ﹤0.01%
600
530
$12.1K ﹤0.01%
+379
531
$12K ﹤0.01%
700
532
$11.9K ﹤0.01%
60
+47
533
$11.9K ﹤0.01%
491
534
$11.8K ﹤0.01%
730
535
$11.8K ﹤0.01%
215
536
$11.7K ﹤0.01%
143
+125
537
$11.6K ﹤0.01%
+146
538
$11.6K ﹤0.01%
+236
539
$11.6K ﹤0.01%
268
+2
540
$11.5K ﹤0.01%
133
541
$11.4K ﹤0.01%
271
542
$11.3K ﹤0.01%
167
543
$11K ﹤0.01%
205
544
$10.9K ﹤0.01%
280
545
$10.9K ﹤0.01%
+137
546
$10.8K ﹤0.01%
166
547
$10.8K ﹤0.01%
+1,450
548
$10.5K ﹤0.01%
406
549
$10.4K ﹤0.01%
364
550
$10.2K ﹤0.01%
+90