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 | |
|---|---|---|---|---|---|---|---|
| $239K | 0.01% | 20,776 | – | – | |||
| $238K | 0.01% | 7,504 -197 | -3% | -$6.25K | |||
| $238K | 0.01% | 5,691 -1,939 | -25% | -$81K | |||
| $238K | 0.01% | 3,210 | New | +$238K | |||
| $237K | 0.01% | 21,877 -390 | -2% | -$4.22K | |||
| $236K | 0.01% | 1,857 -33 | -2% | -$4.19K | |||
| $235K | 0.01% | 5,910 -495 | -8% | -$19.7K | |||
| $235K | 0.01% | 7,492 +595 | +9% | +$18.7K | |||
| $235K | 0.01% | 3,500 | – | – | |||
| $234K | 0.01% | 7,015 | New | +$234K | |||
| $233K | 0.01% | 4,508 | – | – | |||
| $232K | 0.01% | 3,100 -7,851 | -72% | -$587K | |||
| $231K | 0.01% | 7,922 -216 | -3% | -$6.31K | |||
| $231K | 0.01% | 3,069 -143 | -4% | -$10.8K | |||
| $230K | 0.01% | 1,077 -102 | -9% | -$21.8K | |||
| $229K | 0.01% | 9,319 +138 | +2% | +$3.39K | |||
| $229K | 0.01% | 4,036 +16 | +0.4% | +$907 | |||
| $229K | 0.01% | 674 | New | +$229K | |||
| $229K | 0.01% | 6,443 | – | – | |||
| $229K | 0.01% | 5,745 -367 | -6% | -$14.6K | |||
| $227K | 0.01% | 12,050 | New | +$227K | |||
| $227K | 0.01% | 24,514 -1,726 | -7% | -$16K | |||
| $225K | 0.01% | 4,156 | New | +$225K | |||
| $225K | 0.01% | 9,932 +65 | +0.7% | +$1.47K | |||
| $225K | 0.01% | 3,874 -22 | -0.6% | -$1.28K |
