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
$958M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$6.85M
3
+$5.95M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$3.29M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.14M

Top Sells

1
+$545K
2
+$518K
3
+$356K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$301K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$300K

Sector Composition

1 Technology 4.84%
2 Healthcare 2.61%
3 Consumer Staples 1.56%
4 Consumer Discretionary 1.26%
5 Financials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1.78K ﹤0.01%
+4
652
$1.77K ﹤0.01%
+25
653
$1.76K ﹤0.01%
+31
654
$1.75K ﹤0.01%
+61
655
$1.71K ﹤0.01%
+30
656
$1.65K ﹤0.01%
+53
657
$1.62K ﹤0.01%
+40
658
$1.6K ﹤0.01%
+1,000
659
$1.6K ﹤0.01%
+42
660
$1.55K ﹤0.01%
+8
661
$1.45K ﹤0.01%
+18
662
$1.41K ﹤0.01%
+17
663
$1.37K ﹤0.01%
+100
664
$1.37K ﹤0.01%
+6
665
$1.36K ﹤0.01%
+67
666
$1.31K ﹤0.01%
+108
667
$1.28K ﹤0.01%
+640
668
$1.18K ﹤0.01%
+16
669
$1.11K ﹤0.01%
+22
670
$1.1K ﹤0.01%
+53
671
$1.1K ﹤0.01%
+12
672
$1.09K ﹤0.01%
+64
673
$1.08K ﹤0.01%
+13
674
$1.07K ﹤0.01%
+37
675
$1.05K ﹤0.01%
+179
25 26
27
28 29