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
376
$527K 0.06%
12,198
+135
377
$526K 0.05%
101,270
-2,223
378
$525K 0.05%
7,194
+726
379
$523K 0.05%
18,880
+375
380
$522K 0.05%
6,917
+309
381
$521K 0.05%
3,510
+284
382
$519K 0.05%
21,552
+1,984
383
$519K 0.05%
6,295
+289
384
$518K 0.05%
17,860
-1,954
385
$517K 0.05%
12,490
-3,757
386
$515K 0.05%
17,755
+539
387
$515K 0.05%
9,670
+535
388
$514K 0.05%
729
-21
389
$512K 0.05%
11,434
+1,159
390
$512K 0.05%
21,283
-1,282
391
$511K 0.05%
8,433
+33
392
$510K 0.05%
8,236
-2,553
393
$509K 0.05%
5,205
+165
394
$509K 0.05%
45,003
-4,917
395
$508K 0.05%
6,637
+285
396
$505K 0.05%
2,421
+232
397
$505K 0.05%
276,834
-87,132
398
$504K 0.05%
8,334
-868
399
$504K 0.05%
16,146
+3,041
400
$503K 0.05%
3,153
+3
14 15
16
17 18