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
$938M
AUM Growth
-$5.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
741
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.41M
3
+$2.03M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.51M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.27M

Top Sells

1
+$1.85M
2
+$1.23M
3
+$766K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$628K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$524K

Sector Composition

1 Technology 4.79%
2 Consumer Staples 1.58%
3 Consumer Discretionary 1.1%
4 Financials 0.87%
5 Healthcare 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$75.7K 0.01%
+1,085
202
$75.6K 0.01%
2,236
-24
203
$74.5K 0.01%
1,383
204
$74.4K 0.01%
300
205
$74.2K 0.01%
318
206
$73.4K 0.01%
+1,065
207
$73.3K 0.01%
810
-1,031
208
$73.3K 0.01%
475
209
$73.2K 0.01%
834
-9
210
$73.1K 0.01%
2,347
211
$73.1K 0.01%
+600
212
$72.9K 0.01%
1,010
213
$72.9K 0.01%
306
214
$71.6K 0.01%
131
+127
215
$70.6K 0.01%
4,365
216
$70K 0.01%
380
217
$69.9K 0.01%
2,359
-128
218
$66.8K 0.01%
+1,580
219
$66.7K 0.01%
250
220
$66.3K 0.01%
620
221
$64.1K 0.01%
376
222
$63.4K 0.01%
+300
223
$63.2K 0.01%
1,745
224
$62.6K 0.01%
746
225
$62.5K 0.01%
+500
7 8
9
10 11