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 | |
|---|---|---|---|---|---|---|---|
| $504K | 0.02% | 12,787 | – | – | |||
| $501K | 0.02% | 1,948 -75 | -4% | -$19.3K | |||
| $500K | 0.02% | 3,161 -256 | -7% | -$40.5K | |||
| $500K | 0.02% | 9,733 -319 | -3% | -$16.4K | |||
| $500K | 0.02% | 21,092 -10,203 | -33% | -$242K | |||
| $500K | 0.02% | 27,009 +13,504 | +100% | +$250K | |||
| $499K | 0.02% | 12,324 -7 | -0.1% | -$283 | |||
| $496K | 0.02% | 5,749 -493 | -8% | -$42.6K | |||
| $495K | 0.02% | 6,491 -229 | -3% | -$17.5K | |||
| $495K | 0.02% | 4,541 -185 | -4% | -$20.1K | |||
| $492K | 0.02% | 6,362 -958 | -13% | -$74.2K | |||
| $490K | 0.02% | 10,251 -4 | -0% | -$191 | |||
| $489K | 0.02% | 2,164 -59 | -3% | -$13.3K | |||
| $489K | 0.02% | 1,693 | – | – | |||
| $487K | 0.02% | 9,831 +2,501 | +34% | +$124K | |||
| $486K | 0.02% | 2,862 -178 | -6% | -$30.2K | |||
| $485K | 0.02% | 5,345 +211 | +4% | +$19.2K | |||
| $483K | 0.02% | 7,153 +323 | +5% | +$21.8K | |||
| $482K | 0.02% | 5,205 -234 | -4% | -$21.7K | |||
| $481K | 0.02% | 3,110 -39 | -1% | -$6.03K | |||
| $477K | 0.02% | 6,356 -395 | -6% | -$29.6K | |||
| $475K | 0.02% | 7,684 -485 | -6% | -$30K | |||
| $472K | 0.02% | 30,656 -2,026 | -6% | -$31.2K | |||
| $471K | 0.02% | 53,122 +6,281 | +13% | +$55.7K | |||
| $468K | 0.02% | 4,596 -74 | -2% | -$7.54K |
