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
$982M
AUM Growth
+$86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
746
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$36.3M
3
+$4M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.71M

Top Sells

1
+$7.35M
2
+$4.47M
3
+$3.45M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.19M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.14M

Sector Composition

1 Technology 4.89%
2 Consumer Staples 1.35%
3 Consumer Discretionary 1.13%
4 Financials 0.79%
5 Healthcare 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$4.54K ﹤0.01%
1,007
527
$4.51K ﹤0.01%
46
-2
528
$4.47K ﹤0.01%
40
529
$4.39K ﹤0.01%
262
530
$4.38K ﹤0.01%
98
531
$4.31K ﹤0.01%
152
532
$4.25K ﹤0.01%
+41
533
$4.24K ﹤0.01%
20
534
$4.21K ﹤0.01%
1
535
$4.21K ﹤0.01%
290
536
$4.11K ﹤0.01%
834
537
$4.11K ﹤0.01%
62
538
$4.1K ﹤0.01%
2
539
$4.08K ﹤0.01%
44
+34
540
$3.99K ﹤0.01%
23
541
$3.82K ﹤0.01%
271
542
$3.79K ﹤0.01%
48
543
$3.77K ﹤0.01%
100
544
$3.73K ﹤0.01%
100
545
$3.73K ﹤0.01%
64
546
$3.58K ﹤0.01%
50
547
$3.57K ﹤0.01%
58
548
$3.49K ﹤0.01%
25
549
$3.45K ﹤0.01%
21
550
$3.37K ﹤0.01%
71
20 21
22
23 24