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
51
$3.48M 0.36%
32,878
+234
52
$3.28M 0.34%
35,428
+105
53
$3.2M 0.33%
34,552
+13,572
54
$3.03M 0.32%
11,490
+60
55
$3.02M 0.32%
32,447
-165
56
$2.94M 0.31%
14,155
57
$2.76M 0.29%
41,761
+30,602
58
$2.58M 0.27%
25,574
+3,331
59
$2.1M 0.22%
14,388
+131
60
$2.09M 0.22%
16,512
-1,188
61
$2M 0.21%
33,753
+2,398
62
$1.99M 0.21%
15,662
+122
63
$1.91M 0.2%
12,269
+120
64
$1.76M 0.18%
7,472
-132
65
$1.75M 0.18%
21,629
+14,495
66
$1.73M 0.18%
41,838
+3,323
67
$1.67M 0.17%
6,276
+80
68
$1.67M 0.17%
8,458
+537
69
$1.65M 0.17%
57,795
-291
70
$1.64M 0.17%
13,971
+721
71
$1.55M 0.16%
3,403
+223
72
$1.4M 0.15%
12,676
73
$1.37M 0.14%
49,873
+32,268
74
$1.36M 0.14%
8,020
75
$1.22M 0.13%
9,312
-11
1 2
3
4 5