SL
Salomon & Ludwin Portfolio holdings
AUM
$1.01B
This Quarter Return
+1.53%
1 Year Return
+10.74%
3 Year Return
+47.47%
5 Year Return
+84.72%
10 Year Return
–
AUM
$896M
AUM Growth
+$896M
(-23%)
Cap. Flow
-$282M
Cap. Flow
% of AUM
-31.44%
Top 10 Holdings %
Top 10 Hldgs %
45.53%
Holding
856
New
4
Increased
26
Reduced
354
Closed
121
Top Buys
| 1 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$2.27M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$2.24M |
| 3 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$1.87M |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
$820K |
| 5 |
NVIDIA
NVDA
|
$325K |
Top Sells
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$27.8M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$22.1M |
| 3 |
Eli Lilly
LLY
|
$21.1M |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$14M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$13M |
Sector Composition
| 1 | Technology | 5.5% |
| 2 | Consumer Staples | 1.44% |
| 3 | Consumer Discretionary | 1.12% |
| 4 | Financials | 0.81% |
| 5 | Healthcare | 0.76% |
