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
351
$267K 0.06%
+4,911
352
$266K 0.06%
11,130
-4,016
353
$264K 0.06%
4,283
-790
354
$261K 0.06%
36,717
+1,330
355
$260K 0.06%
+8,025
356
$260K 0.06%
8,933
357
$258K 0.06%
8,658
-44
358
$257K 0.06%
1,164
+68
359
$256K 0.06%
21,490
+3,261
360
$252K 0.06%
3,462
+21
361
$249K 0.06%
5,513
+75
362
$248K 0.06%
7,483
-2,073
363
$248K 0.06%
84,028
+49,826
364
$246K 0.06%
2,786
-181
365
$246K 0.06%
5,509
-212
366
$245K 0.06%
10,259
+577
367
$244K 0.06%
16,760
368
$242K 0.06%
8,131
-4,004
369
$242K 0.06%
3,550
+288
370
$241K 0.06%
6,569
-1,112
371
$241K 0.06%
11,967
-101
372
$241K 0.06%
3,525
-195
373
$241K 0.06%
4,363
-352
374
$240K 0.06%
+6,819
375
$239K 0.06%
18,102
+833
13 14
15
16 17