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
576
$1.96K ﹤0.01%
8
577
$1.95K ﹤0.01%
100
578
$1.95K ﹤0.01%
42
579
$1.94K ﹤0.01%
50
580
$1.94K ﹤0.01%
188
581
$1.89K ﹤0.01%
17
582
$1.88K ﹤0.01%
6
583
$1.85K ﹤0.01%
198
584
$1.82K ﹤0.01%
37
585
$1.79K ﹤0.01%
29
586
$1.76K ﹤0.01%
11
587
$1.7K ﹤0.01%
13
588
$1.65K ﹤0.01%
995
589
$1.59K ﹤0.01%
37
590
$1.58K ﹤0.01%
38
591
$1.53K ﹤0.01%
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592
$1.52K ﹤0.01%
42
593
$1.52K ﹤0.01%
102
594
$1.5K ﹤0.01%
35
595
$1.47K ﹤0.01%
19
-2
596
$1.44K ﹤0.01%
66
597
$1.44K ﹤0.01%
67
598
$1.43K ﹤0.01%
54
599
$1.42K ﹤0.01%
22
-21
600
$1.41K ﹤0.01%
108
22 23
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