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
626
$1.09K ﹤0.01%
6
627
$1.08K ﹤0.01%
179
628
$1.07K ﹤0.01%
18
629
$1.06K ﹤0.01%
16
630
$1.01K ﹤0.01%
53
631
$972 ﹤0.01%
90
632
$965 ﹤0.01%
30
633
$962 ﹤0.01%
39
634
$907 ﹤0.01%
16
-670
635
$880 ﹤0.01%
45
-183
636
$879 ﹤0.01%
11
637
$779 ﹤0.01%
31
638
$769 ﹤0.01%
17
639
$764 ﹤0.01%
20
-4
640
$750 ﹤0.01%
10
641
$687 ﹤0.01%
29
642
$671 ﹤0.01%
104
643
$652 ﹤0.01%
55
644
$639 ﹤0.01%
32
645
$632 ﹤0.01%
45
646
$598 ﹤0.01%
13
647
$531 ﹤0.01%
6
-526
648
$511 ﹤0.01%
28
-1
649
$458 ﹤0.01%
27
650
$444 ﹤0.01%
2
24 25
26
27 28