SL
Salomon & Ludwin Portfolio holdings
AUM
$1.01B
This Quarter Return
-4.56%
1 Year Return
+10.74%
3 Year Return
+47.47%
5 Year Return
+84.72%
10 Year Return
–
AUM
$689M
AUM Growth
+$689M
(-2.4%)
Cap. Flow
+$17.2M
Cap. Flow
% of AUM
2.49%
Top 10 Holdings %
Top 10 Hldgs %
55.93%
Holding
119
New
9
Increased
68
Reduced
25
Closed
1
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$7.19M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.04M |
| 3 |
Norfolk Southern
NSC
|
$1.54M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.53M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.27M |
Top Sells
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$1.23M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$902K |
| 3 |
iShares S&P 500 Value ETF
IVE
|
$858K |
| 4 |
Invesco High Yield Equity Dividend Achievers ETF
PEY
|
$450K |
| 5 |
SPDR S&P Dividend ETF
SDY
|
$419K |
Sector Composition
| 1 | Healthcare | 1.47% |
| 2 | Technology | 1.01% |
| 3 | Financials | 0.85% |
| 4 | Consumer Discretionary | 0.47% |
| 5 | Utilities | 0.4% |
