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 | |
|---|---|---|---|---|---|---|---|
| $1.17M | 0.06% | 7,295 -417 | -5% | -$67K | |||
| $1.17M | 0.06% | 7,196 -322 | -4% | -$52.3K | |||
| $1.17M | 0.06% | 17,904 -240 | -1% | -$15.6K | |||
| $1.16M | 0.06% | 21,367 -976 | -4% | -$52.8K | |||
| $1.16M | 0.06% | 6,710 -359 | -5% | -$61.8K | |||
| $1.15M | 0.06% | 19,585 +95 | +0.5% | +$5.6K | |||
| $1.15M | 0.06% | 9,267 -270 | -3% | -$33.5K | |||
| $1.15M | 0.06% | 3,545 -156 | -4% | -$50.5K | |||
| $1.15M | 0.06% | 45,279 -2,138 | -5% | -$54.1K | |||
| $1.14M | 0.05% | 42,802 +1,019 | +2% | +$27.1K | |||
| $1.13M | 0.05% | 18,397 -852 | -4% | -$52.5K | |||
| $1.13M | 0.05% | 192,352 -2,189 | -1% | -$12.9K | |||
| $1.13M | 0.05% | 5,008 -12 | -0.2% | -$2.7K | |||
| $1.11M | 0.05% | 15,501 -203 | -1% | -$14.6K | |||
| $1.11M | 0.05% | 8,876 +20 | +0.2% | +$2.5K | |||
| $1.1M | 0.05% | 2,588 | – | – | |||
| $1.1M | 0.05% | 1,768 -50 | -3% | -$31.1K | |||
| $1.09M | 0.05% | 12,849 -1,785 | -12% | -$151K | |||
| $1.09M | 0.05% | 50,875 +751 | +2% | +$16K | |||
| $1.08M | 0.05% | 10,743 -4 | -0% | -$403 | |||
| $1.08M | 0.05% | 16,440 +503 | +3% | +$33.1K | |||
| $1.08M | 0.05% | 23,374 -337 | -1% | -$15.5K | |||
| $1.08M | 0.05% | 12,179 | – | – | |||
| $1.06M | 0.05% | 4,748 +26 | +0.6% | +$5.82K | |||
| $1.06M | 0.05% | 7,605 | – | – |
