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 | |
|---|---|---|---|---|---|---|---|
| $413K | 0.02% | 14,456 -8,311 | -37% | -$237K | |||
| $413K | 0.02% | 2,657 -56 | -2% | -$8.7K | |||
| $411K | 0.02% | 1,234 -76 | -6% | -$25.3K | |||
| $407K | 0.02% | 11,206 +1,023 | +10% | +$37.2K | |||
| $407K | 0.02% | 1,978 -23 | -1% | -$4.73K | |||
| $406K | 0.02% | 1,062 +158 | +17% | +$60.4K | |||
| $405K | 0.02% | 3,554 -40 | -1% | -$4.56K | |||
| $399K | 0.02% | 10,398 -133 | -1% | -$5.11K | |||
| $398K | 0.02% | 10,845 -2 | -0% | -$73 | |||
| $395K | 0.02% | 187 -22 | -11% | -$46.5K | |||
| $395K | 0.02% | 25,453 -567 | -2% | -$8.79K | |||
| $393K | 0.02% | 6,798 -7 | -0.1% | -$405 | |||
| $393K | 0.02% | 5,414 -315 | -6% | -$22.9K | |||
| $392K | 0.02% | 9,138 -1,604 | -15% | -$68.9K | |||
| $392K | 0.02% | 1,995 -136 | -6% | -$26.7K | |||
| $391K | 0.02% | 17,654 -4,676 | -21% | -$104K | |||
| $390K | 0.02% | 7,075 -911 | -11% | -$50.2K | |||
| $389K | 0.02% | 3,317 -7 | -0.2% | -$821 | |||
| $389K | 0.02% | 1,759 -111 | -6% | -$24.5K | |||
| $386K | 0.02% | 3,310 -956 | -22% | -$112K | |||
| $385K | 0.02% | 217,573 -13,048 | -6% | -$23.1K | |||
| $385K | 0.02% | 1,317 +5 | +0.4% | +$1.46K | |||
| $385K | 0.02% | 1,968 -361 | -16% | -$70.5K | |||
| $384K | 0.02% | 28,515 -1,048 | -4% | -$14.1K | |||
| $383K | 0.02% | 6,337 +45 | +0.7% | +$2.72K |
