SL
Salomon & Ludwin Portfolio holdings
AUM
$1.01B
This Quarter Return
+20.27%
1 Year Return
+10.74%
3 Year Return
+47.47%
5 Year Return
+84.72%
10 Year Return
–
AUM
$461M
AUM Growth
+$461M
(+19%)
Cap. Flow
-$3.81M
Cap. Flow
% of AUM
-0.83%
Top 10 Holdings %
Top 10 Hldgs %
58.58%
Holding
237
New
1
Increased
19
Reduced
32
Closed
173
Top Buys
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$22.4M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$15.3M |
| 3 |
Vanguard Growth ETF
VUG
|
$10.3M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$8.34M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$6.63M |
Top Sells
| 1 |
iShares S&P 500 Value ETF
IVE
|
$12.5M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$12.2M |
| 3 |
SPDR S&P Dividend ETF
SDY
|
$6.84M |
| 4 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
$5.92M |
| 5 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$5.22M |
Sector Composition
| 1 | Utilities | 0.71% |
| 2 | Financials | 0.43% |
| 3 | Technology | 0.27% |
| 4 | Healthcare | 0.06% |
| 5 | Consumer Staples | 0.05% |
