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
$982M
AUM Growth
+$86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
746
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$36.3M
3
+$4M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.71M

Top Sells

1
+$7.35M
2
+$4.47M
3
+$3.45M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.19M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.14M

Sector Composition

1 Technology 4.89%
2 Consumer Staples 1.35%
3 Consumer Discretionary 1.13%
4 Financials 0.79%
5 Healthcare 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$91.6K 0.01%
192
+24
202
$91.2K 0.01%
96
-18
203
$90.2K 0.01%
1,031
204
$88.8K 0.01%
610
205
$87.9K 0.01%
505
-103
206
$87.2K 0.01%
2,075
207
$87.1K 0.01%
459
208
$86.6K 0.01%
2,760
209
$83.5K 0.01%
1,303
210
$82.3K 0.01%
1,825
211
$81.5K 0.01%
596
-413
212
$80.4K 0.01%
1,929
-1,067
213
$79.6K 0.01%
318
+159
214
$79.6K 0.01%
161
-5
215
$78.8K 0.01%
2,485
216
$78.6K 0.01%
300
217
$78.5K 0.01%
151
218
$77.9K 0.01%
270
+55
219
$76.1K 0.01%
306
-98
220
$75.9K 0.01%
4,365
221
$74.3K 0.01%
620
222
$73.1K 0.01%
264
+50
223
$72.5K 0.01%
380
224
$72.1K 0.01%
378
-19
225
$70.1K 0.01%
2,595
-1,439
7 8
9
10 11