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
$958M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$6.85M
3
+$5.95M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$3.29M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.14M

Top Sells

1
+$545K
2
+$518K
3
+$356K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$301K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$300K

Sector Composition

1 Technology 4.84%
2 Healthcare 2.61%
3 Consumer Staples 1.56%
4 Consumer Discretionary 1.26%
5 Financials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$3.62K ﹤0.01%
+152
602
$3.59K ﹤0.01%
+165
603
$3.46K ﹤0.01%
+26
604
$3.43K ﹤0.01%
+120
605
$3.4K ﹤0.01%
+103
606
$3.39K ﹤0.01%
+91
607
$3.32K ﹤0.01%
+193
608
$3.27K ﹤0.01%
+200
609
$3.2K ﹤0.01%
+1,209
610
$3.12K ﹤0.01%
+74
611
$3.11K ﹤0.01%
+167
612
$3.06K ﹤0.01%
+48
613
$3K ﹤0.01%
+33
614
$2.98K ﹤0.01%
+13
615
$2.97K ﹤0.01%
+144
616
$2.96K ﹤0.01%
+32
617
$2.83K ﹤0.01%
+1,500
618
$2.82K ﹤0.01%
+262
619
$2.81K ﹤0.01%
+100
620
$2.78K ﹤0.01%
+168
621
$2.77K ﹤0.01%
+50
622
$2.74K ﹤0.01%
+58
623
$2.72K ﹤0.01%
+100
624
$2.7K ﹤0.01%
+81
625
$2.63K ﹤0.01%
+51
23 24
25
26 27