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
601
$1.4K ﹤0.01%
22
602
$1.36K ﹤0.01%
25
603
$1.35K ﹤0.01%
18
604
$1.34K ﹤0.01%
51
605
$1.33K ﹤0.01%
64
606
$1.32K ﹤0.01%
35
607
$1.3K ﹤0.01%
53
608
$1.28K ﹤0.01%
290
609
$1.27K ﹤0.01%
179
610
$1.25K ﹤0.01%
7
611
$1.24K ﹤0.01%
50
612
$1.19K ﹤0.01%
6
613
$1.19K ﹤0.01%
8
614
$1.16K ﹤0.01%
640
615
$1.08K ﹤0.01%
30
616
$1.04K ﹤0.01%
13
617
$1K ﹤0.01%
103
618
$959 ﹤0.01%
77
-25
619
$932 ﹤0.01%
107
620
$922 ﹤0.01%
34
621
$913 ﹤0.01%
47
622
$904 ﹤0.01%
53
623
$899 ﹤0.01%
11
624
$898 ﹤0.01%
14
625
$857 ﹤0.01%
17
-54
23 24
25
26 27