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
$958M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$6.85M
3
+$5.95M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$3.29M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.14M

Top Sells

1
+$545K
2
+$518K
3
+$356K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$301K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$300K

Sector Composition

1 Technology 4.84%
2 Healthcare 2.61%
3 Consumer Staples 1.56%
4 Consumer Discretionary 1.26%
5 Financials 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$188K 0.02%
2,064
+29
177
$188K 0.02%
+699
178
$188K 0.02%
+766
179
$184K 0.02%
+1,532
180
$183K 0.02%
5,635
-116
181
$181K 0.02%
12,075
-1,155
182
$178K 0.02%
+1,545
183
$176K 0.02%
+2,431
184
$176K 0.02%
+643
185
$174K 0.02%
+6,323
186
$166K 0.02%
+9,837
187
$165K 0.02%
+5,373
188
$158K 0.02%
+935
189
$153K 0.02%
+2,520
190
$150K 0.02%
+3,865
191
$149K 0.02%
+4,296
192
$144K 0.02%
+626
193
$144K 0.02%
+1,904
194
$143K 0.01%
+3,750
195
$143K 0.01%
+2,216
196
$141K 0.01%
+1,089
197
$139K 0.01%
+2,610
198
$139K 0.01%
+3,125
199
$138K 0.01%
+213
200
$135K 0.01%
+325
6 7
8
9 10