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
276
$758K 0.08%
26,584
-728
277
$758K 0.08%
5,011
+750
278
$758K 0.08%
6,594
+325
279
$753K 0.08%
3,500
+784
280
$751K 0.08%
8,786
+137
281
$747K 0.08%
19,701
+6,855
282
$746K 0.08%
5,744
+184
283
$741K 0.08%
8,697
+937
284
$738K 0.08%
9,095
-402
285
$738K 0.08%
9,951
-162
286
$731K 0.08%
5,025
-250
287
$727K 0.08%
8,121
-1
288
$727K 0.08%
4,268
+43
289
$726K 0.08%
5,920
+179
290
$726K 0.08%
13,729
+1,292
291
$715K 0.07%
3,428
+1,732
292
$712K 0.07%
18,286
+95
293
$709K 0.07%
4,805
+30
294
$708K 0.07%
13,700
295
$707K 0.07%
183,389
-97,224
296
$703K 0.07%
37,738
297
$702K 0.07%
12,097
+294
298
$700K 0.07%
26,370
-90
299
$695K 0.07%
5,638
+11
300
$690K 0.07%
22,916
+1,250
10 11
12
13 14