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 | |
|---|---|---|---|---|---|---|---|
| $3.04M | 0.15% | 5,826 -411 | -7% | -$215K | |||
| $3.03M | 0.15% | 15,700 -701 | -4% | -$135K | |||
| $3.03M | 0.15% | 61,172 +87 | +0.1% | +$4.3K | |||
| $3.01M | 0.14% | 39,206 -2,511 | -6% | -$193K | |||
| $3.01M | 0.14% | 10,901 -1,178 | -10% | -$325K | |||
| $3M | 0.14% | 32,452 -447 | -1% | -$41.3K | |||
| $3M | 0.14% | 65,960 -4,030 | -6% | -$183K | |||
| $2.97M | 0.14% | 17,815 -1,643 | -8% | -$274K | |||
| $2.95M | 0.14% | 56,479 +896 | +2% | +$46.8K | |||
| $2.93M | 0.14% | 11,111 +2 | +0% | +$528 | |||
| $2.93M | 0.14% | 11,539 -440 | -4% | -$112K | |||
| $2.9M | 0.14% | 18,054 -620 | -3% | -$99.4K | |||
| $2.82M | 0.14% | 123,739 -24,153 | -16% | -$550K | |||
| $2.81M | 0.13% | 12,747 -413 | -3% | -$91.2K | |||
| $2.81M | 0.13% | 43,930 -5,338 | -11% | -$341K | |||
| $2.79M | 0.13% | 13,606 -1,198 | -8% | -$246K | |||
| $2.79M | 0.13% | 28,865 -4 | -0% | -$386 | |||
| $2.79M | 0.13% | 13,109 -1,031 | -7% | -$219K | |||
| $2.75M | 0.13% | 73,237 -9,958 | -12% | -$374K | |||
| $2.74M | 0.13% | 4,654 -148 | -3% | -$87.1K | |||
| $2.73M | 0.13% | 48,102 -3,167 | -6% | -$180K | |||
| $2.72M | 0.13% | 43,464 -4,707 | -10% | -$295K | |||
| $2.72M | 0.13% | 66,907 -11 | -0% | -$447 | |||
| $2.7M | 0.13% | 6,364 -246 | -4% | -$104K | |||
| $2.67M | 0.13% | 65,323 | – | – |
