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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
T icon
151
AT&T
T
$158B
$273K 0.02%
9,644
-492
SCHX icon
152
Schwab US Large- Cap ETF
SCHX
$70.2B
$253K 0.02%
9,789
UBSI icon
153
United Bankshares
UBSI
$6.12B
$252K 0.02%
6,020
AMGN icon
154
Amgen
AMGN
$186B
$248K 0.02%
712
VBR icon
155
Vanguard Small-Cap Value ETF
VBR
$35.7B
$239K 0.02%
1,093
-45
COF icon
156
Capital One
COF
$113B
$239K 0.02%
1,312
+18
GDX icon
157
VanEck Gold Miners ETF
GDX
$23.2B
$236K 0.02%
2,492
-271
GLDM icon
158
SPDR Gold MiniShares Trust
GLDM
$28.9B
$233K 0.02%
2,521
-51
BAC icon
159
Bank of America
BAC
$384B
$233K 0.02%
4,717
-200
SHV icon
160
iShares 0-1 Year Treasury Bond ETF
SHV
$20.7B
$220K 0.02%
1,995
+2
LIN icon
161
Linde
LIN
$237B
$218K 0.02%
434
+39
XLU icon
162
State Street Utilities Select Sector SPDR ETF
XLU
$22.5B
$217K 0.02%
4,688
GS icon
163
Goldman Sachs
GS
$301B
$213K 0.02%
247
-7
AXP icon
164
American Express
AXP
$216B
$212K 0.02%
707
+96
VIG icon
165
Vanguard Dividend Appreciation ETF
VIG
$108B
$212K 0.02%
981
-103
KNSL icon
166
Kinsale Capital Group
KNSL
$6.97B
$207K 0.02%
600
-20
DVY icon
167
iShares Select Dividend ETF
DVY
$22.6B
$205K 0.02%
1,354
-66
MGC icon
168
Vanguard Mega Cap 300 Index ETF
MGC
$9.84B
$205K 0.02%
861
NOC icon
169
Northrop Grumman
NOC
$76.9B
$204K 0.02%
290
-3
MGK icon
170
Vanguard Mega Cap Growth ETF
MGK
$32.8B
$195K 0.02%
2,625
-500
USMV icon
171
iShares MSCI USA Min Vol Factor ETF
USMV
$22.6B
$195K 0.02%
2,086
-109
SHEL icon
172
Shell
SHEL
$237B
$195K 0.02%
2,091
+805
MU icon
173
Micron Technology
MU
$1.01T
$188K 0.02%
513
+5
WM icon
174
Waste Management
WM
$88.1B
$182K 0.02%
775
+67
MTUM icon
175
iShares MSCI USA Momentum Factor ETF
MTUM
$25.6B
$181K 0.02%
735
5 6
7
8 9