SL
Salomon & Ludwin Portfolio holdings
AUM
$1.01B
This Quarter Return
-0.97%
1 Year Return
+10.74%
3 Year Return
+47.47%
5 Year Return
+84.72%
10 Year Return
–
AUM
$643M
AUM Growth
+$643M
(+0.91%)
Cap. Flow
+$31.9M
Cap. Flow
% of AUM
4.97%
Top 10 Holdings %
Top 10 Hldgs %
57.49%
Holding
97
New
17
Increased
45
Reduced
20
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$23.1M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$1.27M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$945K |
| 4 |
Apple
AAPL
|
$764K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$705K |
Top Sells
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$3.17M |
| 2 |
Dominion Energy
D
|
$907K |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$761K |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
$407K |
| 5 |
Vanguard Growth ETF
VUG
|
$395K |
Sector Composition
| 1 | Technology | 0.79% |
| 2 | Financials | 0.72% |
| 3 | Utilities | 0.35% |
| 4 | Materials | 0.26% |
| 5 | Consumer Discretionary | 0.25% |
