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
626
$1.27K ﹤0.01%
18
627
$1.24K ﹤0.01%
39
628
$1.23K ﹤0.01%
179
629
$1.15K ﹤0.01%
+14
630
$1.14K ﹤0.01%
39
631
$1.13K ﹤0.01%
38
632
$1.1K ﹤0.01%
53
633
$1.09K ﹤0.01%
16
634
$993 ﹤0.01%
55
635
$991 ﹤0.01%
13
636
$938 ﹤0.01%
30
637
$921 ﹤0.01%
11
638
$895 ﹤0.01%
47
-2,702
639
$801 ﹤0.01%
17
640
$765 ﹤0.01%
38
-7
641
$759 ﹤0.01%
4
-415
642
$756 ﹤0.01%
31
643
$742 ﹤0.01%
29
644
$741 ﹤0.01%
32
645
$675 ﹤0.01%
20
646
$561 ﹤0.01%
6
647
$546 ﹤0.01%
7
648
$510 ﹤0.01%
109
649
$501 ﹤0.01%
104
650
$490 ﹤0.01%
27
24 25
26
27 28