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
551
$3.32K ﹤0.01%
456
552
$3.3K ﹤0.01%
51
553
$3.24K ﹤0.01%
4
554
$3.15K ﹤0.01%
1,209
555
$3.13K ﹤0.01%
103
556
$3.12K ﹤0.01%
+42
557
$3.04K ﹤0.01%
73
558
$3.03K ﹤0.01%
124
559
$3.03K ﹤0.01%
73
560
$2.99K ﹤0.01%
13
561
$2.95K ﹤0.01%
+44
562
$2.92K ﹤0.01%
55
+44
563
$2.88K ﹤0.01%
64
-3
564
$2.88K ﹤0.01%
21
565
$2.87K ﹤0.01%
16
566
$2.84K ﹤0.01%
1,013
567
$2.79K ﹤0.01%
18
-18
568
$2.68K ﹤0.01%
30
569
$2.67K ﹤0.01%
42
570
$2.65K ﹤0.01%
25
571
$2.62K ﹤0.01%
18
572
$2.59K ﹤0.01%
48
573
$2.59K ﹤0.01%
64
574
$2.57K ﹤0.01%
8
575
$2.56K ﹤0.01%
56
21 22
23
24 25