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SL

Salomon & Ludwin Portfolio holdings

AUM $1.12B
1-Year Est. Return 14.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
-$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,223
New
Increased
Reduced
Closed

Top Buys

1
+$5.12M
2
+$2.79M
3
+$2.47M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.61M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.56M

Top Sells

1
+$1.95M
2
+$1.91M
3
+$1.7M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.54M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$851K

Sector Composition

1 Technology 5.66%
2 Consumer Staples 1.57%
3 Consumer Discretionary 1.37%
4 Financials 1.35%
5 Healthcare 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
101
Berkshire Hathaway Class B
BRK.B
$1.06T
$668K 0.06%
1,399
-49
PEP icon
102
PepsiCo
PEP
$196B
$661K 0.06%
4,207
-42
SCHD icon
103
Schwab US Dividend Equity ETF
SCHD
$94.5B
$651K 0.06%
21,316
-14
GE icon
104
GE Aerospace
GE
$338B
$642K 0.06%
2,285
-102
CAT icon
105
Caterpillar
CAT
$413B
$626K 0.06%
873
-5
IBM icon
106
IBM
IBM
$258B
$622K 0.06%
2,506
-19
VDC icon
107
Vanguard Consumer Staples ETF
VDC
$7.89B
$577K 0.05%
2,566
-159
NFLX icon
108
Netflix
NFLX
$345B
$574K 0.05%
5,815
+550
RTX icon
109
RTX Corp
RTX
$244B
$567K 0.05%
2,888
-21
SPSM icon
110
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$15.6B
$555K 0.05%
11,378
-69
DUK icon
111
Duke Energy
DUK
$96.6B
$555K 0.05%
4,196
-131
IWR icon
112
iShares Russell Mid-Cap ETF
IWR
$54.1B
$533K 0.05%
5,425
TMO icon
113
Thermo Fisher Scientific
TMO
$179B
$528K 0.05%
1,074
-21
COST icon
114
Costco
COST
$433B
$520K 0.05%
512
+87
WFC icon
115
Wells Fargo
WFC
$248B
$514K 0.05%
6,376
-175
PG icon
116
Procter & Gamble
PG
$346B
$509K 0.05%
3,555
+173
CSCO icon
117
Cisco
CSCO
$468B
$508K 0.05%
6,428
-138
ITOT icon
118
iShares Core S&P Total US Stock Market ETF
ITOT
$90.6B
$481K 0.04%
3,351
VFH icon
119
Vanguard Financials ETF
VFH
$12.4B
$476K 0.04%
3,924
-50
V icon
120
Visa
V
$614B
$470K 0.04%
1,561
+296
MDLZ icon
121
Mondelez International
MDLZ
$80.9B
$443K 0.04%
7,707
-117
ABT icon
122
Abbott
ABT
$159B
$443K 0.04%
4,309
+281
GEV icon
123
GE Vernova
GEV
$241B
$435K 0.04%
484
DLN icon
124
WisdomTree US LargeCap Dividend Fund
DLN
$6.04B
$421K 0.04%
4,695
-23
WMT icon
125
Walmart Inc
WMT
$954B
$390K 0.03%
3,099
-139
3 4
5
6 7