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
526
$322K 0.03%
29,712
-1,806
527
$321K 0.03%
17,567
+2,267
528
$320K 0.03%
3,434
+126
529
$319K 0.03%
7,774
-1,338
530
$318K 0.03%
3,100
531
$317K 0.03%
30,259
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532
$316K 0.03%
7,990
533
$313K 0.03%
8,950
-357
534
$312K 0.03%
39,926
535
$311K 0.03%
2,193
-40
536
$309K 0.03%
3,519
+153
537
$307K 0.03%
9,272
+515
538
$306K 0.03%
4,873
+234
539
$306K 0.03%
10,152
-1,252
540
$306K 0.03%
6,000
541
$304K 0.03%
2,841
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543
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6,241
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544
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5,176
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545
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7,350
546
$302K 0.03%
10,835
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547
$302K 0.03%
20,000
548
$302K 0.03%
9,592
-521
549
$300K 0.03%
13,800
550
$300K 0.03%
2,342
20 21
22
23 24