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
26
$5.36M 0.56%
230,517
-1,015
27
$5.35M 0.56%
39,048
+59
28
$5.02M 0.52%
111,422
-62,138
29
$4.88M 0.51%
69,175
-13,186
30
$4.88M 0.51%
17,967
+877
31
$4.84M 0.51%
165,930
+3,755
32
$4.74M 0.49%
77,760
-2,480
33
$4.68M 0.49%
90,727
+2,890
34
$4.67M 0.49%
77,309
+2,534
35
$4.65M 0.49%
21,399
-578
36
$4.61M 0.48%
135,201
-15,734
37
$4.57M 0.48%
16,554
+265
38
$4.55M 0.47%
21,181
+272
39
$4.54M 0.47%
177,626
+1,271
40
$4.54M 0.47%
83,464
+2,114
41
$4.52M 0.47%
97,258
+8,631
42
$4.36M 0.46%
22,655
+653
43
$4.26M 0.44%
40,692
-7,751
44
$4.25M 0.44%
74,351
45
$4.2M 0.44%
91,161
46
$4.19M 0.44%
105,912
+963
47
$4.16M 0.43%
10,933
+211
48
$3.91M 0.41%
95,609
+1,610
49
$3.9M 0.41%
260,912
-384
50
$3.8M 0.4%
75,267
+1,949
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