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 | |
|---|---|---|---|---|---|---|---|
| $596K | 0.03% | 17,682 -5,802 | -25% | -$195K | |||
| $596K | 0.03% | 1,542 | – | – | |||
| $587K | 0.03% | 1,582 -18 | -1% | -$6.68K | |||
| $586K | 0.03% | 3,727 +35 | +1% | +$5.5K | |||
| $584K | 0.03% | 1,206 -38 | -3% | -$18.4K | |||
| $583K | 0.03% | 57,331 -1,611 | -3% | -$16.4K | |||
| $580K | 0.03% | 7,456 +1,040 | +16% | +$80.9K | |||
| $576K | 0.03% | 3,080 -117 | -4% | -$21.9K | |||
| $576K | 0.03% | 21,033 +1,294 | +7% | +$35.4K | |||
| $575K | 0.03% | 10,016 +795 | +9% | +$45.7K | |||
| $575K | 0.03% | 7,116 -584 | -8% | -$47.2K | |||
| $574K | 0.03% | 211,208 -9,705 | -4% | -$26.4K | |||
| $571K | 0.03% | 5,156 -290 | -5% | -$32.1K | |||
| $571K | 0.03% | 13,574 -2,688 | -17% | -$113K | |||
| $569K | 0.03% | 2,758 -419 | -13% | -$86.4K | |||
| $563K | 0.03% | 43,778 -8,352 | -16% | -$107K | |||
| $558K | 0.03% | 6,890 +616 | +10% | +$49.9K | |||
| $557K | 0.03% | 17,352 -3,059 | -15% | -$98.3K | |||
| $557K | 0.03% | 4,049 -62 | -2% | -$8.53K | |||
| $551K | 0.03% | 56,645 -6,240 | -10% | -$60.7K | |||
| $550K | 0.03% | 926 -3 | -0.3% | -$1.78K | |||
| $545K | 0.03% | 3,956 +630 | +19% | +$86.9K | |||
| $543K | 0.03% | 6,944 +120 | +2% | +$9.39K | |||
| $542K | 0.03% | 11,339 -48 | -0.4% | -$2.3K | |||
| $540K | 0.03% | 10,781 +3,612 | +50% | +$181K |
