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
401
$220K 0.05%
2,468
+152
402
$220K 0.05%
117,363
+12,694
403
$219K 0.05%
+2,470
404
$219K 0.05%
2,150
-96
405
$219K 0.05%
8,049
+145
406
$218K 0.05%
2,698
-5
407
$217K 0.05%
+2,807
408
$217K 0.05%
5,559
-100
409
$217K 0.05%
8,427
-2,180
410
$217K 0.05%
7,243
-166
411
$216K 0.05%
+2,516
412
$215K 0.05%
3,123
-399
413
$214K 0.05%
+4,201
414
$212K 0.05%
+14,590
415
$211K 0.05%
+2,781
416
$210K 0.05%
3,381
-31
417
$210K 0.05%
11,374
+225
418
$209K 0.05%
+6,115
419
$207K 0.05%
7,206
-377
420
$207K 0.05%
13,484
+1,188
421
$207K 0.05%
+7,842
422
$207K 0.05%
6,542
-159
423
$207K 0.05%
+8,204
424
$206K 0.05%
3,481
-234
425
$204K 0.05%
+1,435
15 16
17
18 19