SL
Salomon & Ludwin Portfolio holdings
AUM
$1.01B
This Quarter Return
+8.12%
1 Year Return
+10.74%
3 Year Return
+47.47%
5 Year Return
+84.72%
10 Year Return
–
AUM
$589M
AUM Growth
+$589M
(+9.2%)
Cap. Flow
+$7.65M
Cap. Flow
% of AUM
1.3%
Top 10 Holdings %
Top 10 Hldgs %
57.79%
Holding
74
New
6
Increased
27
Reduced
29
Closed
1
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$5.39M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.97M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.92M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.29M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$764K |
Top Sells
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$1.39M |
| 2 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
$1.04M |
| 3 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
$879K |
| 4 |
iShares Russell 2000 ETF
IWM
|
$802K |
| 5 |
SPDR S&P Dividend ETF
SDY
|
$584K |
Sector Composition
| 1 | Utilities | 0.52% |
| 2 | Financials | 0.5% |
| 3 | Technology | 0.43% |
| 4 | Consumer Discretionary | 0.12% |
| 5 | Healthcare | 0.09% |
