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
426
$458K 0.05%
2,424
+59
427
$456K 0.05%
27,124
+2,521
428
$455K 0.05%
6,886
+157
429
$455K 0.05%
16,640
-756
430
$455K 0.05%
172,405
-537
431
$454K 0.05%
6,158
+3,176
432
$453K 0.05%
89,551
+19,662
433
$451K 0.05%
51,950
-398
434
$449K 0.05%
21,192
+6,214
435
$449K 0.05%
27,639
-200
436
$448K 0.05%
8,979
+178
437
$444K 0.05%
27,645
+4,035
438
$443K 0.05%
38,466
+1,068
439
$437K 0.05%
6,528
+152
440
$435K 0.05%
29,000
441
$434K 0.05%
7,597
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442
$433K 0.05%
4,524
443
$430K 0.04%
1,782
+4
444
$427K 0.04%
10,580
-953
445
$423K 0.04%
5,625
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446
$423K 0.04%
2,833
+393
447
$422K 0.04%
3,562
-555
448
$420K 0.04%
5,396
+457
449
$415K 0.04%
4,529
-429
450
$414K 0.04%
4,533
+37
16 17
18
19 20