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 | |
|---|---|---|---|---|---|---|---|
| $258K | 0.01% | 2,392 -172 | -7% | -$18.5K | |||
| $257K | 0.01% | 4,775 -361 | -7% | -$19.4K | |||
| $256K | 0.01% | 5,701 -25 | -0.4% | -$1.12K | |||
| $256K | 0.01% | 7,500 | – | – | |||
| $255K | 0.01% | 877 +58 | +7% | +$16.9K | |||
| $255K | 0.01% | 9,055 -1,191 | -12% | -$33.5K | |||
| $254K | 0.01% | 1,571 | – | – | |||
| $253K | 0.01% | 1,952 +33 | +2% | +$4.27K | |||
| $253K | 0.01% | 106,577 | – | – | |||
| $251K | 0.01% | 984 -62 | -6% | -$15.8K | |||
| $250K | 0.01% | 3,473 -332 | -9% | -$23.9K | |||
| $248K | 0.01% | 6,419 -404 | -6% | -$15.6K | |||
| $248K | 0.01% | 6,406 | – | – | |||
| $247K | 0.01% | 27,696 +531 | +2% | +$4.74K | |||
| $247K | 0.01% | 12,203 | – | – | |||
| $246K | 0.01% | 912 +1 | +0.1% | +$270 | |||
| $246K | 0.01% | 1,189 -514 | -30% | -$106K | |||
| $246K | 0.01% | 9,703 | New | +$246K | |||
| $243K | 0.01% | 3,534 -316 | -8% | -$21.8K | |||
| $242K | 0.01% | 10,476 -265 | -2% | -$6.13K | |||
| $242K | 0.01% | 4,063 -721 | -15% | -$43K | |||
| $242K | 0.01% | 1,315 -343 | -21% | -$63.1K | |||
| $241K | 0.01% | 2,855 -141 | -5% | -$11.9K | |||
| $240K | 0.01% | 1,443 +5 | +0.4% | +$832 | |||
| $239K | 0.01% | 886 -37 | -4% | -$9.96K |
