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
476
$378K 0.04%
4,700
477
$375K 0.04%
6,250
-30
478
$375K 0.04%
28,477
+5,371
479
$375K 0.04%
13,549
-1,008
480
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13,308
+2,439
481
$373K 0.04%
5,997
-134
482
$372K 0.04%
3,800
-307
483
$371K 0.04%
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+792
484
$370K 0.04%
1,132
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485
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2,561
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486
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7,134
-31
487
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732
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488
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12,470
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489
$364K 0.04%
24,463
-1,369
490
$364K 0.04%
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491
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493
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495
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5,709
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496
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6,182
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497
$355K 0.04%
+12,690
498
$354K 0.04%
4,438
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499
$352K 0.04%
12,050
+3,921
500
$349K 0.04%
3,086
+38
18 19
20
21 22