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
$913M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$6.88M
3
+$4.09M
4
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$3.62M
5
LBTYK icon
Liberty Global Class C
LBTYK
+$3.12M

Top Sells

1
+$2.51M
2
+$1.93M
3
+$1.65M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$1.25M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.19M

Sector Composition

1 Technology 16.88%
2 Financials 14.89%
3 Communication Services 11.18%
4 Healthcare 10.81%
5 Consumer Discretionary 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$401K 0.04%
9,307
+106
452
$400K 0.04%
1,778
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453
$398K 0.04%
3,574
454
$398K 0.04%
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455
$396K 0.04%
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456
$393K 0.04%
26,308
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457
$393K 0.04%
2,440
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458
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4,702
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459
$392K 0.04%
4,059
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460
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7,165
+275
461
$392K 0.04%
22,145
-12,660
462
$392K 0.04%
7,091
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463
$389K 0.04%
6,280
-20
464
$386K 0.04%
14,355
+1,280
465
$386K 0.04%
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466
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468
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25,283
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25,832
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470
$372K 0.04%
9,112
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471
$372K 0.04%
3,150
472
$371K 0.04%
1,551
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473
$370K 0.04%
1,771
+309
474
$369K 0.04%
1,714
-92
475
$367K 0.04%
4,700
17 18
19
20 21