SL
Salomon & Ludwin Portfolio holdings
AUM
$1.01B
This Quarter Return
+8.28%
1 Year Return
+10.74%
3 Year Return
+47.47%
5 Year Return
+84.72%
10 Year Return
–
AUM
$789M
AUM Growth
+$789M
(+18%)
Cap. Flow
+$68.2M
Cap. Flow
% of AUM
8.64%
Top 10 Holdings %
Top 10 Hldgs %
44.71%
Holding
164
New
21
Increased
65
Reduced
48
Closed
3
Top Buys
| 1 |
iShares Short-Term National Muni Bond ETF
SUB
|
$22.5M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$14.8M |
| 3 |
Microsoft
MSFT
|
$12M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$5.03M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$4.99M |
Top Sells
| 1 |
IBMM
iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM
|
$10.9M |
| 2 |
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
|
$5.89M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$5.37M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$2.39M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.28M |
Sector Composition
| 1 | Technology | 4.31% |
| 2 | Healthcare | 2.52% |
| 3 | Consumer Staples | 1.85% |
| 4 | Financials | 1.25% |
| 5 | Consumer Discretionary | 1.21% |
