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SL

Salomon & Ludwin Portfolio holdings

AUM $1.12B
1-Year Est. Return 14.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
-$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,223
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$2.79M
3
+$2.47M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.61M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.56M

Top Sells

1
+$1.95M
2
+$1.91M
3
+$1.7M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.54M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$851K

Sector Composition

1 Technology 5.66%
2 Consumer Staples 1.57%
3 Consumer Discretionary 1.37%
4 Financials 1.35%
5 Healthcare 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VIS icon
51
Vanguard Industrials ETF
VIS
$7.72B
$4.04M 0.36%
12,767
-523
XLC icon
52
State Street Communication Services Select Sector SPDR ETF
XLC
$23.9B
$3.95M 0.35%
35,739
+2,883
VT icon
53
Vanguard Total World Stock ETF
VT
$73.5B
$3.94M 0.35%
28,258
-1,187
FDL icon
54
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.4B
$3.71M 0.33%
73,717
-670
VGT icon
55
Vanguard Information Technology ETF
VGT
$138B
$3.62M 0.32%
40,656
+16
MDY icon
56
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.3B
$3.57M 0.32%
5,738
-132
LRCX icon
57
Lam Research
LRCX
$399B
$3.54M 0.32%
16,189
VWO icon
58
Vanguard FTSE Emerging Markets ETF
VWO
$118B
$3.23M 0.29%
60,016
-2,137
AMZN icon
59
Amazon
AMZN
$2.62T
$3.22M 0.29%
15,335
-295
VTV icon
60
Vanguard Value ETF
VTV
$179B
$3.17M 0.28%
16,080
-238
LOW icon
61
Lowe's Companies
LOW
$120B
$3.05M 0.27%
13,181
+194
AIVL icon
62
WisdomTree US AI Enhanced Value Fund
AIVL
$397M
$2.97M 0.27%
25,283
-215
MCD icon
63
McDonald's
MCD
$201B
$2.97M 0.26%
9,658
-173
SPEM icon
64
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.4B
$2.62M 0.23%
56,308
+5,507
NVDA icon
65
NVIDIA
NVDA
$4.93T
$2.44M 0.22%
13,748
-83
NEU icon
66
NewMarket
NEU
$7.42B
$2.38M 0.21%
3,740
IWF icon
67
iShares Russell 1000 Growth ETF
IWF
$125B
$2.31M 0.21%
21,472
-296
GOOGL icon
68
Alphabet (Google) Class A
GOOGL
$4.4T
$2.23M 0.2%
7,530
-28
VDE icon
69
Vanguard Energy ETF
VDE
$9.75B
$2.14M 0.19%
12,705
-641
DON icon
70
WisdomTree US MidCap Dividend Fund
DON
$3.88B
$2.06M 0.18%
38,946
-1,202
DES icon
71
WisdomTree US SmallCap Dividend Fund
DES
$2.09B
$1.9M 0.17%
52,401
-1,177
MDYG icon
72
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.77B
$1.81M 0.16%
18,574
+391
KO icon
73
Coca-Cola
KO
$349B
$1.68M 0.15%
21,902
-4
MDYV icon
74
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.58B
$1.64M 0.15%
19,130
+341
JNJ icon
75
Johnson & Johnson
JNJ
$566B
$1.64M 0.15%
6,746
-8
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3
4 5