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
$1.11B
AUM Growth
+$99.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,176
New
Increased
Reduced
Closed

Top Buys

1
+$6.79M
2
+$3.91M
3
+$2.6M
4
NVDA icon
NVIDIA
NVDA
+$1.99M
5
AAPL icon
Apple
AAPL
+$1.81M

Top Sells

1
+$4.62M
2
+$3.77M
3
+$3.24M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.76M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.16M

Sector Composition

1 Technology 6.66%
2 Consumer Staples 1.5%
3 Consumer Discretionary 1.34%
4 Financials 1.28%
5 Healthcare 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VIS icon
51
Vanguard Industrials ETF
VIS
$6.39B
$4.05M 0.36%
13,623
-52
VGT icon
52
Vanguard Information Technology ETF
VGT
$112B
$4M 0.36%
5,291
-203
XLC icon
53
The Communication Services Select Sector SPDR Fund
XLC
$27.6B
$3.68M 0.33%
31,650
+6,413
MDY icon
54
SPDR S&P MidCap 400 ETF Trust
MDY
$24.3B
$3.59M 0.32%
5,983
-216
VWO icon
55
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$3.4M 0.31%
62,126
-866
FDL icon
56
First Trust Morningstar Dividend Leaders Index Fund
FDL
$5.74B
$3.3M 0.3%
75,125
-3,836
XLE icon
57
Energy Select Sector SPDR Fund
XLE
$26.5B
$3.26M 0.29%
36,716
+3,130
LOW icon
58
Lowe's Companies
LOW
$136B
$3.21M 0.29%
13,039
+299
NEU icon
59
NewMarket
NEU
$7.07B
$3.16M 0.28%
3,740
+144
AMZN icon
60
Amazon
AMZN
$2.39T
$3.14M 0.28%
14,311
+3,812
VTV icon
61
Vanguard Value ETF
VTV
$149B
$3.09M 0.28%
16,480
-323
AIVL icon
62
WisdomTree US AI Enhanced Value Fund
AIVL
$394M
$2.97M 0.27%
25,755
-361
MCD icon
63
McDonald's
MCD
$218B
$2.93M 0.26%
9,736
-798
IWF icon
64
iShares Russell 1000 Growth ETF
IWF
$125B
$2.56M 0.23%
5,448
-272
NVDA icon
65
NVIDIA
NVDA
$4.53T
$2.5M 0.23%
13,339
+10,624
LRCX icon
66
Lam Research
LRCX
$191B
$2.35M 0.21%
16,127
+337
SPEM icon
67
SPDR Portfolio Emerging Markets ETF
SPEM
$14.7B
$2.25M 0.2%
47,501
+13,747
DON icon
68
WisdomTree US MidCap Dividend Fund
DON
$3.74B
$2.14M 0.19%
40,658
-3,483
DES icon
69
WisdomTree US SmallCap Dividend Fund
DES
$1.89B
$1.83M 0.16%
54,132
-3,784
GOOGL icon
70
Alphabet (Google) Class A
GOOGL
$3.14T
$1.81M 0.16%
7,379
+1,321
META icon
71
Meta Platforms (Facebook)
META
$1.85T
$1.69M 0.15%
2,375
+932
VDE icon
72
Vanguard Energy ETF
VDE
$7.22B
$1.68M 0.15%
13,396
-25
JPM icon
73
JPMorgan Chase
JPM
$818B
$1.64M 0.15%
5,289
+384
MDYG icon
74
SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.46B
$1.6M 0.14%
17,363
+166
RSP icon
75
Invesco S&P 500 Equal Weight ETF
RSP
$75.2B
$1.57M 0.14%
8,234
-420
1 2
3
4 5