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 | |
|---|---|---|---|---|---|---|---|
| $224K | 0.01% | 658 -13 | -2% | -$4.43K | |||
| $224K | 0.01% | 2,105 -457 | -18% | -$48.7K | |||
| $224K | 0.01% | 7,398 -414 | -5% | -$12.5K | |||
| $224K | 0.01% | 22,107 +867 | +4% | +$8.77K | |||
| $224K | 0.01% | 611 | – | – | |||
| $223K | 0.01% | 4,168 | – | – | |||
| $222K | 0.01% | 801 -11 | -1% | -$3.05K | |||
| $221K | 0.01% | 27 | – | – | |||
| $221K | 0.01% | 2,305 -2 | -0.1% | -$191 | |||
| $219K | 0.01% | 2,928 | New | +$219K | |||
| $219K | 0.01% | 2,945 -1,739 | -37% | -$129K | |||
| $218K | 0.01% | 6,888 -963 | -12% | -$30.5K | |||
| $217K | 0.01% | 1,872 -55 | -3% | -$6.38K | |||
| $217K | 0.01% | 478 -38 | -7% | -$17.2K | |||
| $217K | 0.01% | 3,841 +32 | +0.8% | +$1.8K | |||
| $215K | 0.01% | 5,668 -303 | -5% | -$11.5K | |||
| $213K | 0.01% | 2,494 -472 | -16% | -$40.4K | |||
| $211K | 0.01% | 3,902 | New | +$211K | |||
| $211K | 0.01% | 4,540 | New | +$211K | |||
| $211K | 0.01% | 1,468 | New | +$211K | |||
| $211K | 0.01% | 30,660 -1,953 | -6% | -$13.4K | |||
| $210K | 0.01% | 2,169 -1,474 | -40% | -$143K | |||
| $208K | 0.01% | 108,715 -108,624 | -50% | -$207K | |||
| $207K | 0.01% | 3,988 -120 | -3% | -$6.24K | |||
| $207K | 0.01% | 1,441 | New | +$207K |
