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
$913M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$6.88M
3
+$4.09M
4
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$3.62M
5
LBTYK icon
Liberty Global Class C
LBTYK
+$3.12M

Top Sells

1
+$2.51M
2
+$1.93M
3
+$1.65M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$1.25M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.19M

Sector Composition

1 Technology 16.88%
2 Financials 14.89%
3 Communication Services 11.18%
4 Healthcare 10.81%
5 Consumer Discretionary 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$532K 0.06%
4,961
+70
377
$532K 0.06%
52,348
+18,654
378
$529K 0.06%
+18,505
379
$528K 0.06%
+2,353
380
$526K 0.06%
20,824
381
$526K 0.06%
4,800
-1,834
382
$523K 0.06%
17,216
+2,501
383
$520K 0.06%
10,248
+250
384
$515K 0.06%
3,023
+543
385
$514K 0.06%
4,630
+265
386
$512K 0.06%
4,117
-3,500
387
$512K 0.06%
6,006
+811
388
$510K 0.06%
5,040
+519
389
$509K 0.06%
3,523
+46
390
$505K 0.06%
+15,708
391
$504K 0.06%
10,910
+2,762
392
$502K 0.06%
37,398
+2,713
393
$501K 0.05%
2,189
-28
394
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7,928
+2,313
395
$498K 0.05%
31,543
+1,905
396
$497K 0.05%
10,415
+465
397
$494K 0.05%
12,846
+2,199
398
$494K 0.05%
7,393
-99
399
$491K 0.05%
172,942
+13,814
400
$489K 0.05%
+17,482
14 15
16
17 18