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
$896M
AUM Growth
-$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$2.24M
3
+$1.87M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$820K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$317K

Top Sells

1
+$27.8M
2
+$22.1M
3
+$21.1M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$14M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$13M

Sector Composition

1 Technology 5.5%
2 Consumer Staples 1.44%
3 Consumer Discretionary 1.12%
4 Financials 0.81%
5 Healthcare 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$4.62K ﹤0.01%
284
527
$4.56K ﹤0.01%
61
528
$4.47K ﹤0.01%
834
-13
529
$4.43K ﹤0.01%
46
-17
530
$4.39K ﹤0.01%
66
-2,544
531
$4.38K ﹤0.01%
1,007
532
$4.36K ﹤0.01%
48
533
$4.29K ﹤0.01%
26
534
$4.18K ﹤0.01%
40
535
$4.13K ﹤0.01%
126
536
$4.1K ﹤0.01%
20
-391
537
$4K ﹤0.01%
23
538
$3.96K ﹤0.01%
1
-24
539
$3.79K ﹤0.01%
74
540
$3.79K ﹤0.01%
92
541
$3.76K ﹤0.01%
152
542
$3.76K ﹤0.01%
98
-328
543
$3.72K ﹤0.01%
262
544
$3.67K ﹤0.01%
100
545
$3.65K ﹤0.01%
124
546
$3.6K ﹤0.01%
62
-930
547
$3.56K ﹤0.01%
103
548
$3.56K ﹤0.01%
48
-11
549
$3.5K ﹤0.01%
64
550
$3.41K ﹤0.01%
50
20 21
22
23 24