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
551
$2.97K ﹤0.01%
57
552
$2.94K ﹤0.01%
1,209
553
$2.85K ﹤0.01%
100
554
$2.66K ﹤0.01%
8
555
$2.65K ﹤0.01%
4
-4
556
$2.65K ﹤0.01%
118
557
$2.62K ﹤0.01%
13
558
$2.61K ﹤0.01%
124
559
$2.58K ﹤0.01%
110
+55
560
$2.55K ﹤0.01%
64
561
$2.52K ﹤0.01%
75
562
$2.51K ﹤0.01%
4
563
$2.38K ﹤0.01%
86
564
$2.35K ﹤0.01%
32
-42
565
$2.35K ﹤0.01%
18
566
$2.31K ﹤0.01%
103
567
$2.3K ﹤0.01%
24
568
$2.28K ﹤0.01%
48
569
$2.22K ﹤0.01%
40
570
$2.2K ﹤0.01%
40
571
$2.16K ﹤0.01%
21
572
$2.14K ﹤0.01%
202
573
$2.07K ﹤0.01%
66
574
$2.05K ﹤0.01%
12
575
$2.04K ﹤0.01%
74
21 22
23
24 25