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
601
$1.83K ﹤0.01%
37
602
$1.82K ﹤0.01%
29
603
$1.78K ﹤0.01%
38
604
$1.75K ﹤0.01%
35
605
$1.73K ﹤0.01%
18
606
$1.54K ﹤0.01%
7
607
$1.54K ﹤0.01%
66
608
$1.54K ﹤0.01%
56
609
$1.51K ﹤0.01%
18
610
$1.49K ﹤0.01%
11
611
$1.49K ﹤0.01%
1,000
612
$1.46K ﹤0.01%
53
613
$1.46K ﹤0.01%
51
614
$1.45K ﹤0.01%
37
615
$1.42K ﹤0.01%
13
616
$1.4K ﹤0.01%
640
617
$1.4K ﹤0.01%
103
618
$1.35K ﹤0.01%
35
619
$1.33K ﹤0.01%
25
620
$1.33K ﹤0.01%
64
621
$1.31K ﹤0.01%
117
+24
622
$1.31K ﹤0.01%
22
623
$1.31K ﹤0.01%
44
624
$1.29K ﹤0.01%
6
625
$1.28K ﹤0.01%
16
23 24
25
26 27