Asset Manager
← All Institutions
Salomon & Ludwin, LLC
Market Value
$1.1B
+9.7%
Holdings
2,129
+1,021
New Purchases
1,036
Added To
724
Closed
21
Reduced
133
Top 10 Concentration
44.4%
Turnover
49.6%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| AAPL | 1.60% | 1.30% | +0.30% | $18M |
| SPDW | 0.65% | 0.43% | +0.22% | $7M |
| XLK | 5.73% | 5.52% | +0.21% | $64M |
| NVDA | 0.23% | 0.04% | +0.18% | $3M |
| JMST | 5.27% | 5.11% | +0.17% | $59M |
| ORCL | 0.84% | 0.73% | +0.12% | $9M |
| IWM | 1.60% | 1.51% | +0.09% | $18M |
| XLC | 0.33% | 0.27% | +0.06% | $4M |
| AVGO | 0.12% | 0.06% | +0.06% | $1M |
| SPEM | 0.20% | 0.14% | +0.06% | $2M |
| LRCX | 0.21% | 0.15% | +0.06% | $2M |
| TSLA | 0.11% | 0.06% | +0.06% | $1M |
| GOOGL | 0.16% | 0.11% | +0.06% | $2M |
| AMZN | 0.28% | 0.23% | +0.05% | $3M |
| GOOG | 0.09% | 0.04% | +0.05% | $991K |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| MUB | 1.92% | 2.51% | -0.60% | $21M |
| VTEB | 2.17% | 2.65% | -0.48% | $24M |
| BIL | 4.30% | 4.67% | -0.37% | $48M |
| IVW | 6.86% | 7.16% | -0.30% | $76M |
| VOO | 4.58% | 4.82% | -0.24% | $51M |
| IVE | 3.62% | 3.84% | -0.21% | $40M |
| SUB | 6.11% | 6.29% | -0.18% | $68M |
| EFA | 1.97% | 2.15% | -0.17% | $22M |
| VEA | 2.53% | 2.68% | -0.15% | $28M |
| IJH | 2.18% | 2.33% | -0.15% | $24M |
| SPY | 2.57% | 2.70% | -0.14% | $28M |
| VGSH | 2.04% | 2.16% | -0.12% | $23M |
| IJK | 1.61% | 1.72% | -0.11% | $18M |
| IJJ | 1.22% | 1.33% | -0.11% | $14M |
| VYM | 1.75% | 1.85% | -0.11% | $19M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 87 | $243M | 21.9% |
| Large Cap | 1,087 | $709M | 63.8% |
| Mid Cap | 630 | $141M | 12.7% |
| Small Cap | 294 | $18M | 1.6% |
| Micro Cap | 31 | $286K | 0.0% |
Portfolio Analytics
Avg Market Cap
$59.4B
Median Market Cap
$12.4B
Avg P/E
29.7
Median P/E
19.8
Avg Dividend Yield
0.02%
Avg Beta
0.93
# Stocks
1,841
# ETFs / Funds
288
Top Holdings (2,129 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVW | 6.86% | 628,889 | $76M | $121.06 | $4M | -31,137 | -4.7% | |
| 2 | SUB | 6.11% | 635,915 | $68M | $106.68 | $4M | +36,668 | +6.1% | |
| 3 | XLK | 5.73% | 223,637 | $64M | $284.72 | $8M | +3,500 | +1.6% | |
| 4 | JMST | 5.27% | 1,150,038 | $59M | $50.92 | $7M | +133,284 | +13.1% | |
| 5 | VOO | 4.58% | 82,630 | $51M | $615.66 | $2M | -2,861 | -3.4% | |
| 6 | BIL | 4.30% | 522,327 | $48M | $91.49 | $513K | +5,386 | +1.0% | |
| 7 | IVE | 3.62% | 193,529 | $40M | $207.84 | $1M | -2,964 | -1.5% | |
| 8 | MSFT | 2.87% | 61,662 | $32M | $517.35 | $3M | +2,959 | +5.0% | |
| 9 | SPY | 2.57% | 42,587 | $28M | $669.21 | $1M | -1,526 | -3.5% | |
| 10 | VEA | 2.53% | 459,967 | $28M | $61.09 | $984K | -14,470 | -3.0% | |
| 11 | IJH | 2.18% | 367,904 | $24M | $65.79 | $642K | -3,650 | -1.0% | |
| 12 | VTEB | 2.17% | 481,856 | $24M | $49.98 | -$3M | -64,829 | -11.9% | |
| 13 | VGSH | 2.04% | 385,731 | $23M | $58.72 | $786K | +12,274 | +3.3% | |
| 14 | EFA | 1.97% | 230,622 | $22M | $95.08 | $192K | -12,234 | -5.0% | |
| 15 | MUB | 1.92% | 199,980 | $21M | $106.38 | -$4M | -43,476 | -17.9% | |
| 16 | VYM | 1.75% | 137,092 | $19M | $141.55 | $657K | -1,775 | -1.3% | |
| 17 | XLY | 1.69% | 79,065 | $19M | $237.86 | $2M | +1,934 | +2.5% | |
| 18 | IJK | 1.61% | 185,177 | $18M | $96.45 | $471K | -3,162 | -1.7% | |
| 19 | AAPL | 1.60% | 68,983 | $18M | $258.02 | $5M | +7,017 | +11.3% | |
| 20 | IWM | 1.60% | 72,257 | $18M | $245.83 | $2M | +3,147 | +4.5% | |
| 21 | VUG | 1.52% | 35,038 | $17M | $481.44 | $994K | -1,266 | -3.5% | |
| 22 | XLF | 1.34% | 276,093 | $15M | $53.72 | $1M | +17,750 | +6.9% | |
| 23 | XLV | 1.32% | 100,840 | $15M | $144.82 | $2M | +5,527 | +5.8% | |
| 24 | IJJ | 1.22% | 103,201 | $14M | $131.10 | $120K | -2,017 | -1.9% | |
| 25 | VGIT | 1.17% | 216,076 | $13M | $59.96 | $315K | +3,386 | +1.6% | |
| 26 | SPTI | 1.11% | 425,897 | $12M | $28.86 | $268K | +5,538 | +1.3% | |
| 27 | IJR | 1.09% | 100,512 | $12M | $120.14 | $486K | -2,532 | -2.5% | |
| 28 | SHY | 1.04% | 140,056 | $12M | $82.79 | $462K | +5,176 | +3.8% | |
| 29 | XLI | 0.85% | 61,173 | $9M | $154.41 | $842K | +3,174 | +5.5% | |
| 30 | ORCL | 0.84% | 32,671 | $9M | $286.14 | $2M | +707 | +2.2% | |
| 31 | IJT | 0.83% | 64,834 | $9M | $142.41 | $295K | -1,186 | -1.8% | |
| 32 | XLP | 0.82% | 116,078 | $9M | $78.03 | -$228K | +3,216 | +2.9% | |
| 33 | SPYG | 0.79% | 83,420 | $9M | $104.83 | $582K | -2,458 | -2.9% | |
| 34 | IVV | 0.76% | 12,472 | $8M | $672.42 | $10K | -964 | -7.2% | |
| 35 | EEM | 0.70% | 144,072 | $8M | $54.23 | $625K | -4,009 | -2.7% | |
| 36 | IEMG | 0.70% | 116,600 | $8M | $66.96 | $675K | -1,637 | -1.4% | |
| 37 | SPDW | 0.65% | 165,299 | $7M | $43.58 | $3M | +59,607 | +56.4% | |
| 38 | MO | 0.60% | 101,468 | $7M | $65.73 | $724K | +987 | +1.0% | |
| 39 | IXG | 0.53% | 50,364 | $6M | $116.62 | $253K | -182 | -0.4% | |
| 40 | VCR | 0.49% | 13,940 | $5M | $394.11 | $357K | -50 | -0.4% | |
| 41 | IJS | 0.46% | 45,189 | $5M | $112.35 | $299K | -1,023 | -2.2% | |
| 42 | SDY | 0.45% | 35,731 | $5M | $140.64 | -$118K | -1,400 | -3.8% | |
| 43 | SPYV | 0.45% | 89,062 | $5M | $55.70 | $756K | +9,656 | +12.2% | |
| 44 | SLYV | 0.44% | 53,890 | $5M | $90.16 | $366K | -296 | -0.6% | |
| 45 | VB | 0.43% | 18,517 | $5M | $257.86 | $92K | -856 | -4.4% | |
| 46 | PEY | 0.40% | 208,924 | $4M | $21.33 | -$205K | -10,735 | -4.9% | |
| 47 | VO | 0.39% | 14,737 | $4M | $295.21 | $128K | -211 | -1.4% | |
| 48 | PM | 0.38% | 27,840 | $4M | $153.27 | -$570K | +340 | +1.2% | |
| 49 | D | 0.38% | 67,985 | $4M | $61.53 | $240K | -694 | -1.0% | |
| 50 | VT | 0.37% | 29,395 | $4M | $139.08 | $358K | +501 | +1.7% | |
| 51 | VIS | 0.37% | 13,623 | $4M | $297.66 | $197K | -52 | -0.4% | |
| 52 | VGT | 0.36% | 5,291 | $4M | $755.67 | $346K | -203 | -3.7% | |
| 53 | XLC | 0.33% | 31,650 | $4M | $116.39 | $959K | +6,413 | +25.4% | |
| 54 | MDY | 0.32% | 5,983 | $4M | $600.68 | $3K | -216 | -3.5% | |
| 55 | VWO | 0.31% | 62,126 | $3M | $54.79 | $267K | -866 | -1.4% | |
| 56 | FDL | 0.30% | 75,125 | $3M | $43.90 | -$109K | -3,836 | -4.9% | |
| 57 | XLE | 0.29% | 36,716 | $3M | $88.91 | $340K | +3,130 | +9.3% | |
| 58 | LOW | 0.29% | 13,039 | $3M | $246.35 | $321K | +299 | +2.4% | |
| 59 | NEU | 0.28% | 3,740 | $3M | $846.04 | $575K | +144 | +4.0% | |
| 60 | AMZN | 0.28% | 14,311 | $3M | $219.51 | $832K | +3,812 | +36.3% | |
| 61 | VTV | 0.28% | 16,480 | $3M | $187.53 | $88K | -323 | -1.9% | |
| 62 | DTN | 0.27% | 25,755 | $3M | $115.17 | -$524 | -361 | -1.4% | |
| 63 | MCD | 0.26% | 9,736 | $3M | $300.99 | -$173K | -798 | -7.6% | |
| 64 | IWF | 0.23% | 5,448 | $3M | $469.94 | $138K | -272 | -4.8% | |
| 65 | NVDA | 0.23% | 13,339 | $3M | $187.62 | $2M | +10,624 | +391.3% | |
| 66 | LRCX | 0.21% | 16,127 | $2M | $145.81 | $791K | +337 | +2.1% | |
| 67 | SPEM | 0.20% | 47,501 | $2M | $47.35 | $788K | +13,747 | +40.7% | |
| 68 | DON | 0.19% | 40,658 | $2M | $52.54 | -$134K | -3,483 | -7.9% | |
| 69 | DES | 0.16% | 54,132 | $2M | $33.79 | -$82K | -3,784 | -6.5% | |
| 70 | GOOGL | 0.16% | 7,379 | $2M | $245.35 | $728K | +1,321 | +21.8% | |
| 71 | META | 0.15% | 2,375 | $2M | $710.56 | $658K | +932 | +64.6% | |
| 72 | VDE | 0.15% | 13,396 | $2M | $125.57 | $45K | -25 | -0.2% | |
| 73 | JPM | 0.15% | 5,289 | $2M | $310.03 | $207K | +384 | +7.8% | |
| 74 | MDYG | 0.14% | 17,363 | $2M | $92.01 | $82K | +166 | +1.0% | |
| 75 | RSP | 0.14% | 8,234 | $2M | $191.25 | -$20K | -420 | -4.8% | |
| 76 | MDYV | 0.14% | 17,940 | $2M | $84.32 | $49K | +70 | +0.4% | |
| 77 | KO | 0.14% | 22,689 | $2M | $66.65 | $36K | +1,868 | +9.0% | |
| 78 | ITA | 0.13% | 6,870 | $1M | $209.55 | $171K | — | — | |
| 79 | ABBV | 0.12% | 5,845 | $1M | $233.91 | $455K | +1,063 | +22.2% | |
| 80 | VHT | 0.12% | 5,064 | $1M | $269.57 | $90K | -45 | -0.9% | |
| 81 | AVGO | 0.12% | 3,930 | $1M | $338.37 | $719K | +1,668 | +73.7% | |
| 82 | JNJ | 0.12% | 6,961 | $1M | $188.64 | $583K | +2,266 | +48.3% | |
| 83 | TSLA | 0.11% | 2,940 | $1M | $429.83 | $693K | +1,132 | +62.6% | |
| 84 | VTI | 0.11% | 3,688 | $1M | $329.94 | $432K | +1,120 | +43.6% | |
| 85 | LLY | 0.10% | 1,308 | $1M | $839.87 | $227K | +189 | +16.9% | |
| 86 | MA | 0.10% | 1,840 | $1M | $580.45 | $138K | +184 | +11.1% | |
| 87 | TFC | 0.09% | 21,934 | $998K | $45.52 | $22K | +239 | +1.1% | |
| 88 | GOOG | 0.09% | 4,022 | $991K | $246.45 | $619K | +1,953 | +94.4% | |
| 89 | QQQ | 0.09% | 1,587 | $957K | $603.16 | $59K | -44 | -2.7% | |
| 90 | SGOV | 0.08% | 9,145 | $918K | $100.42 | -$253K | -2,526 | -21.6% | |
| 91 | IBM | 0.08% | 2,966 | $855K | $288.37 | $384K | +1,327 | +81.0% | |
| 92 | SLYG | 0.07% | 8,760 | $831K | $94.89 | $50K | +113 | +1.3% | |
| 93 | NSC | 0.07% | 2,740 | $822K | $300.15 | $132K | +106 | +4.0% | |
| 94 | CL | 0.07% | 10,093 | $787K | $78.00 | -$115K | +330 | +3.4% | |
| 95 | VV | 0.07% | 2,478 | $766K | $309.24 | $13K | -154 | -5.8% | |
| 96 | XONA.DE | 0.07% | 6,662 | $755K | $113.26 | $94K | +714 | +12.0% | |
| 97 | OEF | 0.07% | 2,258 | $754K | $333.98 | $65K | — | — | |
| 98 | BRK-B | 0.07% | 1,508 | $752K | $498.75 | $344K | +659 | +77.6% | |
| 99 | AMAT | 0.06% | 3,275 | $712K | $217.53 | $118K | +145 | +4.6% | |
| 100 | GE | 0.06% | 2,388 | $709K | $297.00 | $366K | +984 | +70.1% |