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
301
$326K 0.08%
15,014
-3,052
302
$325K 0.08%
20,325
-2,925
303
$325K 0.08%
2,591
+5
304
$323K 0.08%
4,811
-381
305
$320K 0.08%
2,508
-35
306
$316K 0.08%
4,139
+121
307
$314K 0.08%
3,611
+232
308
$311K 0.07%
16,439
+1,577
309
$310K 0.07%
6,258
+147
310
$309K 0.07%
10,715
-183
311
$309K 0.07%
4,855
-611
312
$309K 0.07%
6,704
-200
313
$308K 0.07%
3,711
+199
314
$307K 0.07%
3,550
+26
315
$307K 0.07%
29,396
+1,962
316
$306K 0.07%
6,951
+26
317
$304K 0.07%
+10,302
318
$302K 0.07%
5,674
+125
319
$302K 0.07%
7,729
+81
320
$301K 0.07%
+9,151
321
$300K 0.07%
5,962
+195
322
$299K 0.07%
3,660
-43
323
$298K 0.07%
36,816
324
$298K 0.07%
137,605
+24,512
325
$297K 0.07%
6,031
-253
11 12
13
14 15