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
26
$3.04M 0.73%
116,914
-1,800
27
$3.03M 0.73%
70,514
+1,159
28
$2.94M 0.7%
28,165
-5,232
29
$2.88M 0.69%
31,961
+3,313
30
$2.65M 0.64%
30,162
+1,448
31
$2.62M 0.63%
19,809
-343
32
$2.38M 0.57%
20,138
+162
33
$2.33M 0.56%
30,017
+2,034
34
$2.32M 0.56%
61,160
-95,520
35
$2.3M 0.55%
62,997
+3,795
36
$2.29M 0.55%
39,297
+308
37
$2.2M 0.53%
10,808
-527
38
$2.18M 0.52%
129,530
+1,775
39
$2.17M 0.52%
17,231
+418
40
$2.11M 0.51%
12,987
-1,083
41
$2.08M 0.5%
304,988
+10,670
42
$2.06M 0.49%
19,686
+193
43
$2M 0.48%
16,259
+432
44
$1.99M 0.48%
42,970
-6,442
45
$1.96M 0.47%
25,462
-1,810
46
$1.95M 0.47%
10,211
+49
47
$1.94M 0.46%
14,719
-810
48
$1.9M 0.46%
7,492
-506
49
$1.9M 0.46%
135,953
-35,366
50
$1.81M 0.43%
64,238
+9,624
1
2
3 4 5