LNWWM
Laird Norton Wetherby Wealth Management Portfolio holdings
AUM $2.09B
AUM
$2.09B
AUM Growth
-$101M (-5%)
Cap. Flow
-$64.7M
Cap. Flow % of AUM
-3.1%
Top 10 Holdings %Top 10 Hldgs %
33.57%
Holding
957
New
26
Increased
177
Reduced
605
Closed
60
Top Buys
| 1 | $5.31M | |
| 2 | $3.6M | |
| 3 | $2.5M | |
| 4 | $1.89M | |
| 5 | $1.82M |
Top Sells
| 1 | $11.3M | |
| 2 | $6.46M | |
| 3 | $4.73M | |
| 4 | $4.69M | |
| 5 | $2.45M |
Sector Composition
| 1 | Technology | 29.06% |
| 2 | Financials | 10.53% |
| 3 | Consumer Discretionary | 8.97% |
| 4 | Healthcare | 8.18% |
| 5 | Communication Services | 7.51% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.32M | 0.06% | 10,215 -326 | -3% | -$42.1K | |||
| $1.31M | 0.06% | 34,252 -3,094 | -8% | -$119K | |||
| $1.3M | 0.06% | 11,428 -1,156 | -9% | -$132K | |||
| $1.3M | 0.06% | 129,026 -1,303 | -1% | -$13.1K | |||
| $1.3M | 0.06% | 15,741 -2,715 | -15% | -$223K | |||
| $1.28M | 0.06% | 9,974 +4,446 | +80% | +$572K | |||
| $1.28M | 0.06% | 25,065 | – | – | |||
| $1.27M | 0.06% | 13,470 -579 | -4% | -$54.7K | |||
| $1.27M | 0.06% | 30,981 -865 | -3% | -$35.5K | |||
| $1.26M | 0.06% | 16,303 +157 | +1% | +$12.1K | |||
| $1.26M | 0.06% | 19,745 +2,904 | +17% | +$185K | |||
| $1.24M | 0.06% | 33,060 -637 | -2% | -$24K | |||
| $1.24M | 0.06% | 5,131 | – | – | |||
| $1.23M | 0.06% | 11,736 -83 | -0.7% | -$8.69K | |||
| $1.23M | 0.06% | 1,743 -40 | -2% | -$28.2K | |||
| $1.23M | 0.06% | 5,282 -74 | -1% | -$17.2K | |||
| $1.23M | 0.06% | 20,667 -1,302 | -6% | -$77.3K | |||
| $1.22M | 0.06% | 5,060 +3 | +0.1% | +$721 | |||
| $1.21M | 0.06% | 5,354 -351 | -6% | -$79.6K | |||
| $1.21M | 0.06% | 21,558 -371 | -2% | -$20.9K | |||
| $1.2M | 0.06% | 5,173 | – | – | |||
| $1.18M | 0.06% | 5,117 -218 | -4% | -$50.3K | |||
| $1.18M | 0.06% | 11,300 -367 | -3% | -$38.2K | |||
| $1.17M | 0.06% | 14,329 +684 | +5% | +$56K | |||
| $1.17M | 0.06% | 6,503 -428 | -6% | -$77.2K |
