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
376
$239K 0.06%
4,080
-973
377
$238K 0.06%
+702
378
$238K 0.06%
24,891
-900
379
$237K 0.06%
5,996
-682
380
$237K 0.06%
3,284
+20
381
$236K 0.06%
24,575
+720
382
$236K 0.06%
7,154
-4,676
383
$236K 0.06%
4,328
-23
384
$236K 0.06%
4,136
385
$236K 0.06%
2,775
+67
386
$235K 0.06%
+5,498
387
$235K 0.06%
4,901
-391
388
$234K 0.06%
9,175
-1,385
389
$234K 0.06%
2,191
-92
390
$232K 0.06%
+1,228
391
$231K 0.06%
15,400
+2,296
392
$230K 0.06%
9,710
-1,102
393
$230K 0.06%
8,717
-2,063
394
$229K 0.05%
22,408
-76
395
$228K 0.05%
+3,744
396
$225K 0.05%
13,131
-1,893
397
$223K 0.05%
+5,337
398
$223K 0.05%
+5,780
399
$222K 0.05%
+4,102
400
$222K 0.05%
2,133
-106
14 15
16
17 18