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 | |
|---|---|---|---|---|---|---|---|
| $325K | 0.02% | 10,000 | – | – | |||
| $325K | 0.02% | 676 -5 | -0.7% | -$2.4K | |||
| $324K | 0.02% | 4,830 -13 | -0.3% | -$871 | |||
| $323K | 0.02% | 3,748 +622 | +20% | +$53.5K | |||
| $322K | 0.02% | 13,642 -155 | -1% | -$3.66K | |||
| $322K | 0.02% | 25,586 +144 | +0.6% | +$1.81K | |||
| $320K | 0.02% | 7,698 | – | – | |||
| $320K | 0.02% | 15,869 -435 | -3% | -$8.78K | |||
| $320K | 0.02% | 8,882 -577 | -6% | -$20.8K | |||
| $319K | 0.02% | 1,721 +381 | +28% | +$70.5K | |||
| $318K | 0.02% | 5,838 -1,745 | -23% | -$95.1K | |||
| $316K | 0.02% | 63,737 +12,444 | +24% | +$61.6K | |||
| $313K | 0.01% | 1,680 -187 | -10% | -$34.8K | |||
| $312K | 0.01% | 13,498 +2,317 | +21% | +$53.5K | |||
| $310K | 0.01% | 4,924 -1,252 | -20% | -$78.9K | |||
| $310K | 0.01% | 6,646 -112 | -2% | -$5.23K | |||
| $307K | 0.01% | 10,009 +386 | +4% | +$11.9K | |||
| $307K | 0.01% | 981 -39 | -4% | -$12.2K | |||
| $306K | 0.01% | 9,351 -1,883 | -17% | -$61.6K | |||
| $305K | 0.01% | 2,021 -50 | -2% | -$7.54K | |||
| $303K | 0.01% | 9,628 +668 | +7% | +$21K | |||
| $302K | 0.01% | 4,532 -393 | -8% | -$26.2K | |||
| $301K | 0.01% | 3,292 +178 | +6% | +$16.3K | |||
| $300K | 0.01% | 11,837 -20 | -0.2% | -$508 | |||
| $300K | 0.01% | 2,437 +54 | +2% | +$6.64K |
