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
576
$271K 0.03%
+17
577
$270K 0.03%
973
-109
578
$269K 0.03%
+3,266
579
$269K 0.03%
+5,969
580
$269K 0.03%
6,125
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581
$266K 0.03%
2,752
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582
$263K 0.03%
67,007
+37,467
583
$261K 0.03%
3,458
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584
$261K 0.03%
21,297
+1,085
585
$260K 0.03%
29,473
+2,520
586
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+26,400
587
$258K 0.03%
3,744
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588
$258K 0.03%
8,626
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589
$257K 0.03%
2,260
-16
590
$257K 0.03%
2,065
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591
$257K 0.03%
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593
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594
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12,845
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595
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596
$251K 0.03%
18,511
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597
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5,193
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598
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2,308
-334
599
$250K 0.03%
4,692
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600
$249K 0.03%
7,915
22 23
24
25 26