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
201
$131K 0.01%
+861
202
$130K 0.01%
+723
203
$130K 0.01%
+638
204
$130K 0.01%
+1,541
205
$128K 0.01%
+1,453
206
$127K 0.01%
+1,055
207
$122K 0.01%
+520
208
$118K 0.01%
+3,236
209
$116K 0.01%
+2,007
210
$116K 0.01%
+1,465
211
$112K 0.01%
+1,493
212
$110K 0.01%
+738
213
$110K 0.01%
+447
214
$109K 0.01%
+2,537
215
$106K 0.01%
+947
216
$106K 0.01%
+2,736
217
$103K 0.01%
+739
218
$102K 0.01%
+2,996
219
$102K 0.01%
+1,301
220
$101K 0.01%
+515
221
$101K 0.01%
+2,735
222
$97.4K 0.01%
+512
223
$95.8K 0.01%
+1,534
224
$95.4K 0.01%
+24,330
225
$95.3K 0.01%
+2,600
7 8
9
10 11