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
401
$503K 0.05%
38,868
+5,934
402
$502K 0.05%
19,263
-5,374
403
$502K 0.05%
43,550
+7,190
404
$500K 0.05%
8,524
+126
405
$500K 0.05%
4,575
+102
406
$493K 0.05%
4,157
+414
407
$493K 0.05%
8,330
-1,613
408
$491K 0.05%
5,258
-701
409
$490K 0.05%
27,450
+2,738
410
$487K 0.05%
10,448
+33
411
$485K 0.05%
17,482
412
$484K 0.05%
37,156
-9,608
413
$483K 0.05%
194,450
414
$483K 0.05%
2,929
-30
415
$481K 0.05%
46,005
-161
416
$479K 0.05%
2,294
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417
$476K 0.05%
3,785
-281
418
$471K 0.05%
4,254
+195
419
$470K 0.05%
7,508
-420
420
$469K 0.05%
+19,872
421
$465K 0.05%
8,827
-899
422
$465K 0.05%
1,566
+46
423
$464K 0.05%
+5,858
424
$461K 0.05%
7,393
+76
425
$459K 0.05%
5,796
+22
15 16
17
18 19