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
$940M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$10.6M
3
+$10.5M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.48M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.41M

Top Sells

1
+$423K
2
+$287K
3
+$275K
4
UBSI icon
United Bankshares
UBSI
+$246K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$214K

Sector Composition

1 Technology 5.27%
2 Healthcare 2.33%
3 Consumer Staples 1.54%
4 Consumer Discretionary 1.19%
5 Financials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.45M 0.37%
35,323
-165
52
$3.41M 0.36%
11,430
+10
53
$3.39M 0.36%
83,326
-283
54
$3.19M 0.34%
14,155
-94
55
$3.16M 0.34%
32,612
-1,241
56
$2.24M 0.24%
22,243
+1,135
57
$2.16M 0.23%
14,257
-17
58
$2.03M 0.22%
15,540
+200
59
$2.01M 0.21%
12,149
-19
60
$2M 0.21%
17,700
-378
61
$1.93M 0.21%
20,980
+8,071
62
$1.91M 0.2%
31,355
-14
63
$1.86M 0.2%
7,604
-4
64
$1.8M 0.19%
7,921
65
$1.76M 0.19%
58,086
+12,923
66
$1.71M 0.18%
6,196
-19
67
$1.66M 0.18%
38,515
-4
68
$1.49M 0.16%
8,020
+12
69
$1.42M 0.15%
13,250
-325
70
$1.4M 0.15%
12,676
+3,600
71
$1.32M 0.14%
21,969
72
$1.28M 0.14%
3,180
-25
73
$1.2M 0.13%
5,050
+247
74
$1.12M 0.12%
9,323
+258
75
$1.11M 0.12%
3,004
+10
1 2
3
4 5