LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
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
+$5.05M
2
+$3.61M
3
+$479K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$424K
5
XOM icon
Exxon Mobil
XOM
+$414K

Top Sells

1
+$3.43M
2
+$2.26M
3
+$1.09M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$551K
5
RIO icon
Rio Tinto
RIO
+$533K

Sector Composition

1 Financials 18.58%
2 Technology 15.98%
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
476
– –
-4,027
477
– –
-4,520
478
– –
-5,152
479
– –
-5,086
480
– –
-15,739
481
– –
-10,574
482
– –
-9,462
483
– –
-13,764
484
– –
-24,443
485
– –
-3,725
486
– –
-11,887
487
– –
-1,575
488
– –
-4,585
489
– –
-7,419
490
– –
-3,975
16 17 18 19
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