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
351
$588K 0.06%
7,526
+234
352
$586K 0.06%
11,843
+802
353
$586K 0.06%
3,684
-1,924
354
$584K 0.06%
6,093
-55
355
$581K 0.06%
30,690
+3,609
356
$575K 0.06%
5,039
+78
357
$574K 0.06%
2,109
+115
358
$573K 0.06%
7,709
+147
359
$572K 0.06%
7,267
+799
360
$571K 0.06%
5,920
+256
361
$566K 0.06%
4,956
+156
362
$562K 0.06%
32,462
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363
$559K 0.06%
34,212
+280
364
$559K 0.06%
20,824
365
$556K 0.06%
3,850
+327
366
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5,036
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367
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17,925
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368
$546K 0.06%
7,874
+481
369
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29,702
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370
$541K 0.06%
+11,340
371
$540K 0.06%
3,468
-309
372
$539K 0.06%
3,547
-928
373
$539K 0.06%
4,550
-204
374
$536K 0.06%
19,021
+353
375
$528K 0.06%
15,708
13 14
15
16 17