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
576
$2.56K ﹤0.01%
86
-6
577
$2.47K ﹤0.01%
213
+23
578
$2.44K ﹤0.01%
24
579
$2.41K ﹤0.01%
+21
580
$2.41K ﹤0.01%
202
581
$2.4K ﹤0.01%
120
582
$2.36K ﹤0.01%
11
583
$2.33K ﹤0.01%
40
584
$2.31K ﹤0.01%
40
585
$2.22K ﹤0.01%
75
586
$2.18K ﹤0.01%
50
587
$2.11K ﹤0.01%
92
-192
588
$2.1K ﹤0.01%
198
589
$2.08K ﹤0.01%
109
-32
590
$2.07K ﹤0.01%
32
591
$2.07K ﹤0.01%
8
592
$2.04K ﹤0.01%
8
593
$2K ﹤0.01%
108
594
$2K ﹤0.01%
+100
595
$1.98K ﹤0.01%
198
596
$1.98K ﹤0.01%
4
-11
597
$1.94K ﹤0.01%
6
598
$1.88K ﹤0.01%
17
599
$1.87K ﹤0.01%
28
600
$1.85K ﹤0.01%
100
22 23
24
25 26