SL
Salomon & Ludwin Portfolio holdings
AUM
$1.01B
1-Year Return
10.74%
This Quarter Return
-2.29%
1 Year Return
+10.74%
3 Year Return
+47.47%
5 Year Return
+84.72%
10 Year Return
–
AUM
$938M
AUM Growth
-$5.7M
(-0.6%)
Cap. Flow
+$18M
Cap. Flow
% of AUM
1.92%
Top 10 Holdings %
Top 10 Hldgs %
45.67%
Holding
741
New
21
Increased
80
Reduced
139
Closed
24
Top Buys
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$2.84M |
| 2 |
iShares Short-Term National Muni Bond ETF
SUB
|
$2.41M |
| 3 |
Microsoft
MSFT
|
$2.03M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$1.51M |
| 5 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$1.27M |
Top Sells
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$1.85M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
$1.23M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$766K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$628K |
| 5 |
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% |
