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
$739M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$1.4M
3
+$1.12M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$589K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$506K

Top Sells

1
+$1.73M
2
+$1.67M
3
+$1.19M
4
SPIL
Siliconware Precision Industries Co Ltd
SPIL
+$985K
5
MON
Monsanto Co
MON
+$858K

Sector Composition

1 Technology 17.48%
2 Financials 16.37%
3 Healthcare 11.6%
4 Communication Services 8.23%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$279K 0.04%
3,183
+192
502
$278K 0.04%
18,854
+808
503
$276K 0.04%
13,299
-568
504
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5,484
505
$272K 0.04%
3,963
+24
506
$267K 0.04%
3,308
-428
507
$267K 0.04%
6,000
508
$265K 0.04%
5,569
509
$264K 0.04%
3,947
-534
510
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8,598
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511
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18,644
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512
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3,442
513
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+2,013
514
$260K 0.04%
17,992
-6,381
515
$259K 0.04%
1,678
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516
$256K 0.03%
5,640
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517
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1,066
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518
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3,967
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519
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3,446
-1,141
520
$252K 0.03%
1,525
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$252K 0.03%
22,926
+192
522
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4,398
-124
523
$251K 0.03%
+1,917
524
$250K 0.03%
5,695
+537
525
$249K 0.03%
4,600
-243
19 20
21
22 23