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
$913M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$6.88M
3
+$4.09M
4
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$3.62M
5
LBTYK icon
Liberty Global Class C
LBTYK
+$3.12M

Top Sells

1
+$2.51M
2
+$1.93M
3
+$1.65M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$1.25M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.19M

Sector Composition

1 Technology 16.88%
2 Financials 14.89%
3 Communication Services 11.18%
4 Healthcare 10.81%
5 Consumer Discretionary 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$332K 0.04%
3,048
+47
502
$330K 0.04%
4,347
+80
503
$330K 0.04%
1,225
+70
504
$328K 0.04%
17,536
-148
505
$327K 0.04%
11,404
-275
506
$325K 0.04%
24,603
-158
507
$325K 0.04%
8,129
+1,432
508
$324K 0.04%
4,627
+154
509
$324K 0.04%
27,760
-2,106
510
$323K 0.04%
10,869
+626
511
$323K 0.04%
3,308
-1,644
512
$323K 0.04%
4,059
+592
513
$321K 0.04%
1,696
+48
514
$321K 0.04%
4,687
+240
515
$320K 0.04%
16,555
+4,963
516
$320K 0.04%
2,642
+341
517
$318K 0.03%
5,880
518
$317K 0.03%
3,073
+644
519
$317K 0.03%
6,382
-124
520
$314K 0.03%
1,075
-6
521
$313K 0.03%
10,113
+668
522
$311K 0.03%
6,113
523
$310K 0.03%
6,042
+1,112
524
$308K 0.03%
2,830
+661
525
$308K 0.03%
2,404
+211
19 20
21
22 23