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
451
$409K 0.04%
24,025
+901
452
$409K 0.04%
+6,696
453
$409K 0.04%
25,865
+582
454
$409K 0.04%
7,510
+419
455
$409K 0.04%
2,683
-340
456
$407K 0.04%
6,406
-1,851
457
$406K 0.04%
3,950
+1,043
458
$406K 0.04%
6,721
-32
459
$406K 0.04%
8,742
-42
460
$404K 0.04%
3,574
461
$404K 0.04%
+6,931
462
$404K 0.04%
6,123
+160
463
$397K 0.04%
19,523
+130
464
$396K 0.04%
43,220
-1,908
465
$391K 0.04%
5,836
-940
466
$391K 0.04%
7,347
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467
$390K 0.04%
25,752
-556
468
$390K 0.04%
2,916
469
$389K 0.04%
4,504
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470
$389K 0.04%
8,679
+57
471
$386K 0.04%
1,731
+17
472
$383K 0.04%
+22,083
473
$380K 0.04%
2,309
-2
474
$380K 0.04%
1,392
+167
475
$378K 0.04%
21,050
+4,495
17 18
19
20 21