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
551
$297K 0.03%
12,906
+5,335
552
$297K 0.03%
18,720
+7,950
553
$294K 0.03%
2,270
+8
554
$294K 0.03%
24,804
+270
555
$293K 0.03%
20,511
+1,082
556
$291K 0.03%
16,846
+168
557
$290K 0.03%
19,866
+1,681
558
$289K 0.03%
4,096
559
$289K 0.03%
3,274
-12
560
$286K 0.03%
7,237
+435
561
$286K 0.03%
1,894
+51
562
$285K 0.03%
12,275
+2,083
563
$283K 0.03%
4,419
+378
564
$283K 0.03%
1,062
565
$283K 0.03%
3,980
+688
566
$282K 0.03%
3,127
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$281K 0.03%
5,576
-372
568
$276K 0.03%
13,851
+1,183
569
$276K 0.03%
2,041
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570
$275K 0.03%
11,605
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571
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11,392
-420
572
$274K 0.03%
5,569
573
$274K 0.03%
10,229
-14,402
574
$272K 0.03%
8,872
-236
575
$271K 0.03%
1,716
-302
21 22
23
24 25