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
$957M
AUM Growth
+$44.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$8.41M
3
+$3.11M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.92M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$2.36M

Top Sells

1
+$2.8M
2
+$2.6M
3
+$1.84M
4
XOM icon
Exxon Mobil
XOM
+$931K
5
LBRDK icon
Liberty Broadband Class C
LBRDK
+$811K

Sector Composition

1 Technology 16.91%
2 Financials 14.22%
3 Healthcare 10.39%
4 Communication Services 10.35%
5 Consumer Discretionary 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$908K 0.09%
4,434
+22
227
$907K 0.09%
1,574
+166
228
$896K 0.09%
826
+3
229
$895K 0.09%
20,878
+933
230
$893K 0.09%
73,172
+4,437
231
$881K 0.09%
3,784
+438
232
$871K 0.09%
21,415
+527
233
$869K 0.09%
2,911
234
$868K 0.09%
19,788
+788
235
$867K 0.09%
141,681
+9,470
236
$867K 0.09%
57,690
+1,595
237
$861K 0.09%
5,552
+217
238
$859K 0.09%
9,300
+129
239
$859K 0.09%
43,664
-1,452
240
$852K 0.09%
5,029
+260
241
$849K 0.09%
17,997
+3,247
242
$843K 0.09%
6,064
+367
243
$843K 0.09%
4,233
-33
244
$838K 0.09%
4,329
+43
245
$836K 0.09%
7,478
+174
246
$831K 0.09%
121,389
-5,685
247
$823K 0.09%
14,877
+509
248
$819K 0.09%
8,543
+1,027
249
$818K 0.09%
4,816
-225
250
$816K 0.09%
40,976
+16,178
8 9
10
11 12