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
501
$348K 0.04%
9,763
+845
502
$346K 0.04%
13,603
-752
503
$345K 0.04%
8,915
504
$345K 0.04%
13,386
-2,696
505
$344K 0.04%
4,720
+93
506
$344K 0.04%
43,045
-2,551
507
$340K 0.04%
2,618
+226
508
$338K 0.04%
6,310
+268
509
$333K 0.03%
4,576
+144
510
$332K 0.03%
44,269
+14,987
511
$331K 0.03%
1,756
-15
512
$330K 0.03%
4,448
513
$328K 0.03%
16,336
-1,200
514
$328K 0.03%
3,746
-313
515
$327K 0.03%
2,623
+509
516
$326K 0.03%
3,702
-9
517
$325K 0.03%
16,194
+5
518
$324K 0.03%
3,256
-105
519
$324K 0.03%
8,055
-2,262
520
$323K 0.03%
11,542
+3,139
521
$323K 0.03%
14,690
-4,664
522
$323K 0.03%
3,750
+202
523
$322K 0.03%
69,611
+9,011
524
$322K 0.03%
6,186
+73
525
$322K 0.03%
5,880
19 20
21
22 23