SL

Salomon & Ludwin Portfolio holdings

AUM $1.13B
1-Year Est. Return 13.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$637M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.46M
3
+$781K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$710K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$698K

Top Sells

1
+$746K
2
+$744K
3
+$454K
4
VUG icon
Vanguard Growth ETF
VUG
+$422K
5
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$401K

Sector Composition

1 Financials 0.55%
2 Technology 0.54%
3 Utilities 0.46%
4 Materials 0.25%
5 Communication Services 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$232K 0.04%
4,376
+296
77
$228K 0.04%
+6,303
78
$206K 0.03%
+868
79
$200K 0.03%
+4,423
80
$153K 0.02%
1,918
1 2 3
4