SL

Salomon & Ludwin Portfolio holdings

AUM $1.11B
1-Year Est. Return 11.81%
This Quarter Est. Return
1 Year Est. Return
+11.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$982M
AUM Growth
+$86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
746
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$36.3M
3
+$4M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.71M

Top Sells

1
+$7.35M
2
+$4.47M
3
+$3.45M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.19M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.14M

Sector Composition

1 Technology 4.89%
2 Consumer Staples 1.35%
3 Consumer Discretionary 1.13%
4 Financials 0.79%
5 Healthcare 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$326K 0.03%
1,184
+21
127
$323K 0.03%
2,668
-31
128
$320K 0.03%
451
-27
129
$311K 0.03%
952
+174
130
$300K 0.03%
191
131
$297K 0.03%
5,256
+399
132
$292K 0.03%
7,359
-2,357
133
$282K 0.03%
697
-12
134
$277K 0.03%
2,278
-542
135
$274K 0.03%
1,590
-30
136
$268K 0.03%
928
137
$253K 0.03%
1,262
-61
138
$250K 0.03%
2,307
139
$240K 0.02%
614
+2
140
$234K 0.02%
3,237
141
$229K 0.02%
6,176
-45
142
$221K 0.02%
9,765
143
$216K 0.02%
4,058
-2,326
144
$215K 0.02%
972
-1,172
145
$211K 0.02%
2,310
-121
146
$211K 0.02%
4,695
+125
147
$208K 0.02%
2,027
-500
148
$205K 0.02%
1,224
+30
149
$201K 0.02%
1,766
-237
150
$196K 0.02%
2,175
4 5
6
7 8