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
$982M
AUM Growth
+$86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
746
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$36.3M
3
+$4M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.71M

Top Sells

1
+$7.35M
2
+$4.47M
3
+$3.45M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.19M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.14M

Sector Composition

1 Technology 4.89%
2 Consumer Staples 1.35%
3 Consumer Discretionary 1.13%
4 Financials 0.79%
5 Healthcare 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.54M 0.36%
73,907
-2,441
52
$3.51M 0.36%
28,908
-259
53
$3.42M 0.35%
19,508
-1,496
54
$3.41M 0.35%
5,818
-2,030
55
$3.19M 0.33%
5,606
-1,041
56
$3.18M 0.32%
10,427
+112
57
$3.04M 0.31%
57,509
+1,828
58
$3.04M 0.31%
27,305
-3,290
59
$2.83M 0.29%
32,236
-2,938
60
$2.65M 0.27%
51,758
-10,728
61
$2.13M 0.22%
5,665
+374
62
$2.12M 0.22%
61,443
-7,196
63
$2.05M 0.21%
7,280
-174
64
$1.98M 0.2%
3,596
+193
65
$1.9M 0.19%
10,171
-131
66
$1.85M 0.19%
20,316
+191
67
$1.56M 0.16%
12,751
-769
68
$1.56M 0.16%
21,696
+3,192
69
$1.44M 0.15%
14,319
-1,658
70
$1.41M 0.14%
37,651
+743
71
$1.31M 0.13%
7,286
+2,108
72
$1.3M 0.13%
15,870
73
$1.23M 0.13%
5,635
-78
74
$1.14M 0.12%
13,004
+475
75
$1.09M 0.11%
2,238
-271
1 2
3
4 5