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
$896M
AUM Growth
-$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
856
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$2.24M
3
+$1.87M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$820K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$317K

Top Sells

1
+$27.8M
2
+$22.1M
3
+$21.1M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$14M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$13M

Sector Composition

1 Technology 5.5%
2 Consumer Staples 1.44%
3 Consumer Discretionary 1.12%
4 Financials 0.81%
5 Healthcare 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$92K 0.01%
+1,063
202
$89.9K 0.01%
608
-13
203
$89.9K 0.01%
1,234
-282
204
$89.8K 0.01%
114
-100
205
$89.3K 0.01%
1,721
206
$88.1K 0.01%
800
207
$86.7K 0.01%
2,476
-842
208
$86K 0.01%
2,075
209
$85.8K 0.01%
495
-165
210
$84.2K 0.01%
372
-260
211
$83.7K 0.01%
610
-16
212
$82.9K 0.01%
1,085
-9
213
$81.8K 0.01%
151
-1,730
214
$81.4K 0.01%
1,045
-1,264
215
$80.3K 0.01%
985
-275
216
$80.1K 0.01%
459
217
$78.5K 0.01%
1,825
-2,040
218
$78.1K 0.01%
1,303
219
$76.8K 0.01%
395
-1,233
220
$75.8K 0.01%
2,485
-130
221
$73.7K 0.01%
168
-64
222
$73.3K 0.01%
1,031
223
$71.1K 0.01%
300
-348
224
$69.5K 0.01%
382
-891
225
$68.8K 0.01%
482
-130
7 8
9
10 11