We are live on ! Find out more
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
VBK icon
126
Vanguard Small-Cap Growth ETF
VBK
$22.8B
$383K 0.03%
1,247
-6
DIS icon
127
Walt Disney
DIS
$173B
$373K 0.03%
3,861
-447
VTWO icon
128
Vanguard Russell 2000 ETF
VTWO
$16.4B
$368K 0.03%
3,628
-145
MKL icon
129
Markel Group
MKL
$22.6B
$367K 0.03%
193
-5
MRK icon
130
Merck
MRK
$296B
$365K 0.03%
3,022
-11
RS icon
131
Reliance Steel & Aluminium
RS
$20.2B
$364K 0.03%
1,192
-34
INTC icon
132
Intel
INTC
$523B
$352K 0.03%
6,980
-62
UNH icon
133
UnitedHealth
UNH
$374B
$352K 0.03%
1,268
-10
XYLD icon
134
Global X S&P 500 Covered Call ETF
XYLD
$3.12B
$349K 0.03%
8,871
PSLV icon
135
Sprott Physical Silver Trust
PSLV
$13.1B
$347K 0.03%
14,738
-1,125
VZ icon
136
Verizon
VZ
$191B
$339K 0.03%
6,869
+398
AEP icon
137
American Electric Power
AEP
$69.6B
$329K 0.03%
2,479
SO icon
138
Southern Company
SO
$105B
$327K 0.03%
3,352
+95
IBIT icon
139
iShares Bitcoin Trust
IBIT
$47.7B
$324K 0.03%
8,545
+1,541
PLTR icon
140
Palantir
PLTR
$312B
$315K 0.03%
2,120
-6
BDX icon
141
Becton Dickinson
BDX
$41.6B
$314K 0.03%
2,035
+22
GLD icon
142
SPDR Gold Trust
GLD
$140B
$310K 0.03%
722
+75
ASML icon
143
ASML
ASML
$667B
$306K 0.03%
232
+75
HAS icon
144
Hasbro
HAS
$11.9B
$303K 0.03%
3,356
HD icon
145
Home Depot
HD
$319B
$296K 0.03%
920
-291
QCOM icon
146
Qualcomm
QCOM
$209B
$295K 0.03%
2,323
-241
IWV icon
147
iShares Russell 3000 ETF
IWV
$19B
$294K 0.03%
786
-61
DFAC icon
148
Dimensional US Core Equity 2 ETF
DFAC
$45.8B
$294K 0.03%
7,493
NEE icon
149
NextEra Energy
NEE
$177B
$279K 0.02%
2,997
+187
SON icon
150
Sonoco
SON
$4.85B
$276K 0.02%
5,039
4 5
6
7 8