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
$896M
AUM Growth
-$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$2.24M
3
+$1.87M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$820K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$317K

Top Sells

1
+$27.8M
2
+$22.1M
3
+$21.1M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$14M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$13M

Sector Composition

1 Technology 5.5%
2 Consumer Staples 1.44%
3 Consumer Discretionary 1.12%
4 Financials 0.81%
5 Healthcare 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$2.45K ﹤0.01%
8
577
$2.42K ﹤0.01%
64
578
$2.22K ﹤0.01%
56
-1,167
579
$2.21K ﹤0.01%
11
580
$2.21K ﹤0.01%
30
-560
581
$2.18K ﹤0.01%
456
582
$2.16K ﹤0.01%
40
583
$2.15K ﹤0.01%
75
584
$2.13K ﹤0.01%
18
585
$2.11K ﹤0.01%
24
586
$2.07K ﹤0.01%
67
-20
587
$2.02K ﹤0.01%
190
-846
588
$1.95K ﹤0.01%
38
589
$1.94K ﹤0.01%
50
-41
590
$1.94K ﹤0.01%
40
-79
591
$1.9K ﹤0.01%
8
-845
592
$1.87K ﹤0.01%
100
593
$1.86K ﹤0.01%
8
594
$1.81K ﹤0.01%
17
595
$1.8K ﹤0.01%
25
596
$1.78K ﹤0.01%
37
597
$1.76K ﹤0.01%
198
598
$1.73K ﹤0.01%
44
599
$1.7K ﹤0.01%
35
-56
600
$1.67K ﹤0.01%
29
-50
22 23
24
25 26