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
251
$392K 0.09%
42,942
-131
252
$390K 0.09%
6,751
-323
253
$388K 0.09%
7,574
+635
254
$387K 0.09%
11,659
+147
255
$382K 0.09%
5,915
-1,987
256
$381K 0.09%
6,817
-255
257
$380K 0.09%
7,184
-7
258
$379K 0.09%
11,922
-35
259
$378K 0.09%
13,580
-1,043
260
$378K 0.09%
3,828
-272
261
$378K 0.09%
18,482
-55
262
$376K 0.09%
11,447
+66
263
$376K 0.09%
+42,549
264
$376K 0.09%
9,454
-213
265
$375K 0.09%
2,047
-242
266
$371K 0.09%
8,340
+2,650
267
$371K 0.09%
6,933
-222
268
$370K 0.09%
+13,489
269
$370K 0.09%
6,493
+146
270
$366K 0.09%
3,644
+49
271
$365K 0.09%
5,366
-968
272
$364K 0.09%
83,556
-1,864
273
$363K 0.09%
10,255
+4,030
274
$361K 0.09%
3,907
+151
275
$360K 0.09%
29,614
-14,596
9 10
11
12 13