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 | |
|---|---|---|---|---|---|---|---|
| $2.34M | 0.11% | 2,217 -33 | -1% | -$34.8K | |||
| $2.33M | 0.11% | 6,304 -1,420 | -18% | -$524K | |||
| $2.31M | 0.11% | 47,859 -3,781 | -7% | -$182K | |||
| $2.3M | 0.11% | 22,220 -1,811 | -8% | -$187K | |||
| $2.28M | 0.11% | 25,574 -2,533 | -9% | -$226K | |||
| $2.28M | 0.11% | 3,623 -122 | -3% | -$76.9K | |||
| $2.26M | 0.11% | 706 -37 | -5% | -$119K | |||
| $2.26M | 0.11% | 23,023 +276 | +1% | +$27.1K | |||
| $2.25M | 0.11% | 5,582 -297 | -5% | -$120K | |||
| $2.24M | 0.11% | 77,378 -824 | -1% | -$23.9K | |||
| $2.21M | 0.11% | 10,965 -792 | -7% | -$160K | |||
| $2.21M | 0.11% | 83,179 -35,112 | -30% | -$932K | |||
| $2.2M | 0.11% | 3,463 -130 | -4% | -$82.7K | |||
| $2.2M | 0.11% | 7,952 -740 | -9% | -$204K | |||
| $2.19M | 0.1% | 9,082 -245 | -3% | -$59K | |||
| $2.19M | 0.1% | 6,088 -123 | -2% | -$44.2K | |||
| $2.19M | 0.1% | 211,044 -10,203 | -5% | -$106K | |||
| $2.16M | 0.1% | 31,040 -914 | -3% | -$63.5K | |||
| $2.16M | 0.1% | 115,000 | – | – | |||
| $2.15M | 0.1% | 30,570 -710 | -2% | -$49.9K | |||
| $2.14M | 0.1% | 23,526 -1,683 | -7% | -$153K | |||
| $2.13M | 0.1% | 10,038 -471 | -4% | -$100K | |||
| $2.06M | 0.1% | 27,120 -12,017 | -31% | -$915K | |||
| $2.06M | 0.1% | 17,901 -2,150 | -11% | -$248K | |||
| $2.04M | 0.1% | 63,250 -1,281 | -2% | -$41.3K |
