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
676
$1.04K ﹤0.01%
+35
677
$995 ﹤0.01%
+41
678
$990 ﹤0.01%
+56
679
$956 ﹤0.01%
+18
680
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+16
681
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+6
682
$879 ﹤0.01%
+237
683
$866 ﹤0.01%
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684
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685
$836 ﹤0.01%
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686
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687
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688
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689
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691
$691 ﹤0.01%
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692
$673 ﹤0.01%
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693
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695
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696
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697
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698
$550 ﹤0.01%
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699
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700
$495 ﹤0.01%
+6
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