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
$1.01B
AUM Growth
+$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,137
New
Increased
Reduced
Closed

Top Sells

1 +$3.05M
2 +$2.02M
3 +$1.35M
4
MSFT icon
Microsoft
MSFT
+$1.21M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$904K

Sector Composition

1 Technology 5.46%
2 Consumer Staples 1.55%
3 Consumer Discretionary 1.06%
4 Financials 0.86%
5 Utilities 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BNDX icon
551
Vanguard Total International Bond ETF
BNDX
$69.9B
$5.17K ﹤0.01%
105
+5
AZN icon
552
AstraZeneca
AZN
$256B
$5.12K ﹤0.01%
72
+40
ACP
553
abrdn Income Credit Strategies Fund
ACP
$691M
$5.08K ﹤0.01%
855
MELI icon
554
Mercado Libre
MELI
$116B
$4.94K ﹤0.01%
2
SIRI icon
555
SiriusXM
SIRI
$7.21B
$4.93K ﹤0.01%
206
TSM icon
556
TSMC
TSM
$1.56T
$4.91K ﹤0.01%
21
CALF icon
557
Pacer US Small Cap Cash Cows 100 ETF
CALF
$4.03B
$4.86K ﹤0.01%
118
-118
HIT
558
DELISTED
HITACHI LTD ADR (10COM)NEW
HIT
$4.84K ﹤0.01%
168
+58
VABK icon
559
Virginia National Bankshares
VABK
$217M
$4.68K ﹤0.01%
126
VTR icon
560
Ventas
VTR
$31.8B
$4.66K ﹤0.01%
74
MAS icon
561
Masco
MAS
$14.3B
$4.58K ﹤0.01%
68
MTZ icon
562
MasTec
MTZ
$16.7B
$4.57K ﹤0.01%
27
PPLT icon
563
abrdn Physical Platinum Shares ETF
PPLT
$1.88B
$4.56K ﹤0.01%
+35
PINS icon
564
Pinterest
PINS
$22.6B
$4.47K ﹤0.01%
+125
HIX
565
Western Asset High Income Fund II
HIX
$383M
$4.38K ﹤0.01%
1,007
BAM icon
566
Brookfield Asset Management
BAM
$88.9B
$4.22K ﹤0.01%
+76
MBB icon
567
iShares MBS ETF
MBB
$41.9B
$4.2K ﹤0.01%
+45
TG icon
568
Tredegar Corp
TG
$256M
$4.2K ﹤0.01%
456
IVT icon
569
InvenTrust Properties
IVT
$2.19B
$4.15K ﹤0.01%
152
FXH icon
570
First Trust Health Care AlphaDEX Fund
FXH
$947M
$4.12K ﹤0.01%
40
ENPH icon
571
Enphase Energy
ENPH
$4.8B
$4.1K ﹤0.01%
+100
XLRE icon
572
Real Estate Select Sector SPDR Fund
XLRE
$7.79B
$4.09K ﹤0.01%
98
RSPT icon
573
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.44B
$3.99K ﹤0.01%
97
SWKS icon
574
Skyworks Solutions
SWKS
$11.9B
$3.91K ﹤0.01%
+50
CSGP icon
575
CoStar Group
CSGP
$33.1B
$3.91K ﹤0.01%
+48