LNWWM
Laird Norton Wetherby Wealth Management Portfolio holdings
AUM
$2.25B
This Quarter Return
+1.23%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$957M
AUM Growth
+$44.3M
(+4.9%)
Cap. Flow
+$40.6M
Cap. Flow
% of AUM
4.24%
Top 10 Holdings %
Top 10 Hldgs %
20.09%
Holding
728
New
49
Increased
400
Reduced
199
Closed
26
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$11.2M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$8.41M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
+$3.11M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$2.92M |
| 5 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
+$2.36M |
Top Sells
| 1 |
Comcast
CMCSA
|
+$2.8M |
| 2 |
QVCGA
QVC Group, Inc. Series A Common Stock
QVCGA
|
+$2.6M |
| 3 |
LEXEA
Liberty Expedia Holdings, Inc. Class A Common Stock
LEXEA
|
+$1.84M |
| 4 |
Exxon Mobil
XOM
|
+$931K |
| 5 |
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% |
