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
326
$295K 0.07%
6,082
+179
327
$293K 0.07%
5,303
-101
328
$291K 0.07%
6,691
-792
329
$290K 0.07%
2,829
-588
330
$287K 0.07%
5,176
+279
331
$284K 0.07%
2,236
-25
332
$284K 0.07%
6,581
333
$284K 0.07%
6,153
-144
334
$284K 0.07%
18,692
+4,998
335
$282K 0.07%
5,182
+63
336
$282K 0.07%
8,430
+1,117
337
$282K 0.07%
6,000
-1,348
338
$282K 0.07%
10,222
+132
339
$281K 0.07%
39,989
+5,624
340
$279K 0.07%
30,230
-4,320
341
$279K 0.07%
3,450
+42
342
$277K 0.07%
7,262
-664
343
$277K 0.07%
21,845
-4,350
344
$276K 0.07%
4,733
+47
345
$276K 0.07%
19,767
+2,734
346
$276K 0.07%
7,039
-286
347
$271K 0.07%
5,084
-13
348
$270K 0.06%
+1,448
349
$268K 0.06%
4,531
-88
350
$267K 0.06%
2,885
-214
12 13
14
15 16