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
326
$638K 0.07%
4,331
+27
327
$633K 0.07%
11,715
+1,467
328
$631K 0.07%
5,335
+1
329
$631K 0.07%
19,990
-470
330
$630K 0.07%
7,083
+307
331
$629K 0.07%
10,424
-397
332
$624K 0.07%
18,155
+1,245
333
$624K 0.07%
32,225
+1,643
334
$621K 0.06%
5,158
+354
335
$617K 0.06%
6,582
+325
336
$617K 0.06%
2,033
-41
337
$614K 0.06%
97,475
-1,587
338
$614K 0.06%
17,982
-4,015
339
$613K 0.06%
137,327
-2,595
340
$612K 0.06%
42,266
+1,209
341
$610K 0.06%
80,530
+6,010
342
$607K 0.06%
9,360
+141
343
$605K 0.06%
13,312
+2,402
344
$603K 0.06%
4,896
+266
345
$602K 0.06%
21,126
-8,566
346
$597K 0.06%
7,619
+176
347
$596K 0.06%
81,293
+26,304
348
$595K 0.06%
34,613
+12,468
349
$591K 0.06%
13,277
+1,736
350
$590K 0.06%
11,008
12 13
14
15 16