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 | |
|---|---|---|---|---|---|---|---|
| $952K | 0.05% | 7,264 -415 | -5% | -$54.4K | |||
| $951K | 0.05% | 30,867 -2,247 | -7% | -$69.2K | |||
| $950K | 0.05% | 21,888 -509 | -2% | -$22.1K | |||
| $944K | 0.05% | 8,543 -1,773 | -17% | -$196K | |||
| $940K | 0.04% | 18,282 -3,003 | -14% | -$154K | |||
| $939K | 0.04% | 70,656 -679 | -1% | -$9.02K | |||
| $919K | 0.04% | 8,530 -537 | -6% | -$57.9K | |||
| $907K | 0.04% | 2,000 -55 | -3% | -$24.9K | |||
| $904K | 0.04% | 10,136 -708 | -7% | -$63.2K | |||
| $904K | 0.04% | 10,302 -576 | -5% | -$50.5K | |||
| $894K | 0.04% | 26,447 -11,992 | -31% | -$406K | |||
| $891K | 0.04% | 2,604 -14 | -0.5% | -$4.79K | |||
| $880K | 0.04% | 69,261 | – | – | |||
| $875K | 0.04% | 8,235 -860 | -9% | -$91.4K | |||
| $873K | 0.04% | 24,024 -1,473 | -6% | -$53.5K | |||
| $871K | 0.04% | 13,667 -2,993 | -18% | -$191K | |||
| $870K | 0.04% | 7,956 -90 | -1% | -$9.84K | |||
| $869K | 0.04% | 9,427 -457 | -5% | -$42.1K | |||
| $862K | 0.04% | 5,136 -133 | -3% | -$22.3K | |||
| $861K | 0.04% | 27,901 -2,121 | -7% | -$65.5K | |||
| $860K | 0.04% | 10,766 +679 | +7% | +$54.2K | |||
| $858K | 0.04% | 3,258 -220 | -6% | -$58K | |||
| $847K | 0.04% | 8,011 -564 | -7% | -$59.6K | |||
| $846K | 0.04% | 13,176 -610 | -4% | -$39.2K | |||
| $844K | 0.04% | 33,796 -693 | -2% | -$17.3K |
