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
$938M
AUM Growth
-$5.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
741
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.41M
3
+$2.03M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.51M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.27M

Top Sells

1
+$1.85M
2
+$1.23M
3
+$766K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$628K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$524K

Sector Composition

1 Technology 4.79%
2 Consumer Staples 1.58%
3 Consumer Discretionary 1.1%
4 Financials 0.87%
5 Healthcare 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$4.14K ﹤0.01%
40
527
$4.1K ﹤0.01%
98
528
$3.93K ﹤0.01%
25
529
$3.9K ﹤0.01%
2
530
$3.86K ﹤0.01%
834
531
$3.82K ﹤0.01%
62
532
$3.73K ﹤0.01%
64
533
$3.52K ﹤0.01%
44
534
$3.51K ﹤0.01%
456
535
$3.51K ﹤0.01%
34
536
$3.49K ﹤0.01%
21
-2
537
$3.43K ﹤0.01%
50
538
$3.38K ﹤0.01%
250
539
$3.37K ﹤0.01%
264
540
$3.34K ﹤0.01%
58
541
$3.32K ﹤0.01%
97
542
$3.31K ﹤0.01%
25
543
$3.3K ﹤0.01%
1,012
544
$3.28K ﹤0.01%
166
545
$3.19K ﹤0.01%
42
546
$3.15K ﹤0.01%
+27
547
$3.05K ﹤0.01%
18
548
$3K ﹤0.01%
44
549
$2.99K ﹤0.01%
34
-10
550
$2.98K ﹤0.01%
73
20 21
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