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
251
$808K 0.08%
8,491
+698
252
$806K 0.08%
16,437
+4,171
253
$803K 0.08%
22,728
-6,942
254
$799K 0.08%
2,240
+100
255
$799K 0.08%
21,845
+363
256
$793K 0.08%
7,926
+262
257
$793K 0.08%
+10,161
258
$793K 0.08%
8,942
+79
259
$790K 0.08%
8,773
-2,190
260
$789K 0.08%
12,727
+90
261
$788K 0.08%
+11,043
262
$786K 0.08%
17,505
+46
263
$786K 0.08%
14,257
+386
264
$784K 0.08%
38,064
+2,426
265
$783K 0.08%
5,728
-114
266
$782K 0.08%
22,357
-11,924
267
$779K 0.08%
10,620
+720
268
$776K 0.08%
20,701
+48
269
$775K 0.08%
40,940
+5,281
270
$772K 0.08%
18,240
+2,694
271
$769K 0.08%
+8,221
272
$768K 0.08%
4,721
-88
273
$766K 0.08%
+14,788
274
$762K 0.08%
3,679
+105
275
$760K 0.08%
4,160
+62
9 10
11
12 13