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
426
$201K 0.05%
+4,700
427
$199K 0.05%
16,100
+675
428
$175K 0.04%
42,848
-3,139
429
$174K 0.04%
77,173
+23,848
430
$172K 0.04%
17,999
-3,828
431
$170K 0.04%
6,081
+874
432
$166K 0.04%
38,642
+19,869
433
$148K 0.04%
24,961
+9,322
434
$145K 0.03%
37,892
+3,323
435
$143K 0.03%
11,316
-4,632
436
$138K 0.03%
+10,911
437
$136K 0.03%
55,668
438
$130K 0.03%
+10,137
439
$129K 0.03%
12,035
-3,383
440
$129K 0.03%
13,000
441
$126K 0.03%
22,573
-5,082
442
$123K 0.03%
14,204
+1,100
443
$112K 0.03%
25,149
-14,222
444
$101K 0.02%
+1,566
445
$97K 0.02%
14,309
+1,562
446
$95K 0.02%
24,669
+4,322
447
$92K 0.02%
31,520
-24,383
448
$91K 0.02%
+10,192
449
$90K 0.02%
12,843
-4,020
450
$88K 0.02%
9,174
+3,242
16 17
18
19 20