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
301
$689K 0.07%
19,998
+405
302
$689K 0.07%
43,626
303
$689K 0.07%
5,173
+91
304
$686K 0.07%
14,541
-372
305
$685K 0.07%
15,385
+860
306
$681K 0.07%
17,586
307
$680K 0.07%
5,989
+23
308
$679K 0.07%
2,293
-475
309
$678K 0.07%
7,172
+349
310
$676K 0.07%
13,932
+2,143
311
$675K 0.07%
6,050
312
$673K 0.07%
19,824
+1,080
313
$668K 0.07%
2,631
-103
314
$668K 0.07%
319,322
+22,876
315
$667K 0.07%
12,590
+231
316
$664K 0.07%
17,500
-5,841
317
$659K 0.07%
34,818
-1,629
318
$658K 0.07%
11,858
+244
319
$652K 0.07%
8,149
-109
320
$652K 0.07%
7,539
+1,178
321
$645K 0.07%
18,848
-157
322
$645K 0.07%
2,631
+130
323
$644K 0.07%
27,850
+2,180
324
$644K 0.07%
151,366
+33,105
325
$644K 0.07%
3,565
+62
11 12
13
14 15