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
276
$359K 0.09%
6,851
+46
277
$358K 0.09%
3,953
+159
278
$358K 0.09%
33,903
+13,079
279
$356K 0.09%
3,347
-222
280
$353K 0.08%
13,704
-2,654
281
$353K 0.08%
21,232
+1,497
282
$352K 0.08%
3,948
-211
283
$352K 0.08%
11,665
-2,514
284
$351K 0.08%
10,772
+2,128
285
$350K 0.08%
4,531
-609
286
$347K 0.08%
20,565
+810
287
$346K 0.08%
18,957
+935
288
$345K 0.08%
15,286
+192
289
$339K 0.08%
9,957
-134
290
$337K 0.08%
18,024
+1,749
291
$334K 0.08%
6,510
-10
292
$333K 0.08%
6,414
-173
293
$333K 0.08%
+8,598
294
$332K 0.08%
+5,166
295
$332K 0.08%
2,967
-880
296
$332K 0.08%
8,778
-1,011
297
$330K 0.08%
445
-47
298
$330K 0.08%
27,846
-25,319
299
$329K 0.08%
2,449
+65
300
$328K 0.08%
4,060
+180
10 11
12
13 14