LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$417M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$3.8M
3
+$489K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$423K
5
BABA icon
Alibaba
BABA
+$417K

Top Sells

1
+$3.62M
2
+$2.53M
3
+$1.09M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$546K
5
RIO icon
Rio Tinto
RIO
+$533K

Sector Composition

1 Financials 18.58%
2 Technology 16.03%
3 Healthcare 15.91%
4 Communication Services 8.23%
5 Consumer Staples 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$445K 0.11%
3,701
-333
227
$443K 0.11%
3,524
-111
228
$438K 0.11%
1,887
-87
229
$437K 0.1%
10,459
-567
230
$435K 0.1%
6,432
-512
231
$435K 0.1%
93,104
+11,986
232
$431K 0.1%
4,446
+274
233
$428K 0.1%
3,657
+173
234
$424K 0.1%
76,387
-8,008
235
$423K 0.1%
27,476
-1,492
236
$421K 0.1%
2,053
-117
237
$420K 0.1%
8,301
+964
238
$417K 0.1%
+5,128
239
$412K 0.1%
18,556
+2,224
240
$412K 0.1%
9,988
-337
241
$412K 0.1%
12,381
+1,296
242
$400K 0.1%
5,315
+846
243
$399K 0.1%
4,323
-154
244
$399K 0.1%
7,691
+233
245
$398K 0.1%
4,625
-5
246
$396K 0.09%
46,045
-3,097
247
$395K 0.09%
56,112
-30,428
248
$395K 0.09%
5,370
+143
249
$394K 0.09%
7,718
+1,779
250
$393K 0.09%
7,342
+338
8 9
10
11 12