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
601
$1.66K ﹤0.01%
6
602
$1.64K ﹤0.01%
198
603
$1.62K ﹤0.01%
11
-48
604
$1.6K ﹤0.01%
37
-1,868
605
$1.58K ﹤0.01%
108
606
$1.53K ﹤0.01%
7
607
$1.49K ﹤0.01%
38
608
$1.49K ﹤0.01%
640
609
$1.41K ﹤0.01%
66
610
$1.41K ﹤0.01%
18
-125
611
$1.4K ﹤0.01%
56
612
$1.38K ﹤0.01%
10
613
$1.38K ﹤0.01%
51
614
$1.29K ﹤0.01%
37
615
$1.27K ﹤0.01%
53
616
$1.27K ﹤0.01%
103
617
$1.26K ﹤0.01%
64
618
$1.26K ﹤0.01%
22
619
$1.25K ﹤0.01%
25
620
$1.25K ﹤0.01%
1,000
621
$1.25K ﹤0.01%
93
+37
622
$1.24K ﹤0.01%
18
-1,375
623
$1.22K ﹤0.01%
13
624
$1.15K ﹤0.01%
39
-155
625
$1.15K ﹤0.01%
35
23 24
25
26 27