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LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$913M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$6.76M
3
+$3.87M
4
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$3.66M
5
QVCGA
QVC Group Inc Series A
QVCGA
+$3.59M

Top Sells

1
+$2.25M
2
+$1.93M
3
+$1.63M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$1.25M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.19M

Sector Composition

1 Technology 16.88%
2 Financials 14.89%
3 Communication Services 11.35%
4 Healthcare 10.81%
5 Consumer Discretionary 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$237K 0.03%
+1,608
602
$237K 0.03%
36,034
-1,674
603
$236K 0.03%
+2,439
604
$236K 0.03%
3,381
605
$234K 0.03%
4,041
+20
606
$231K 0.03%
+3,156
607
$230K 0.03%
3,898
+225
608
$230K 0.03%
663
+13
609
$230K 0.03%
+15,000
610
$230K 0.03%
11,250
+1,606
611
$230K 0.03%
1,200
+47
612
$229K 0.03%
7,936
-1,092
613
$229K 0.03%
+3,292
614
$228K 0.03%
79,009
-105,618
615
$228K 0.03%
20,878
+6,359
616
$225K 0.02%
2,476
-493
617
$225K 0.02%
3,432
-13
618
$224K 0.02%
29,282
+10,756
619
$224K 0.02%
+18,508
620
$221K 0.02%
1,781
-28
621
$220K 0.02%
+2,982
622
$220K 0.02%
4,025
-1,000
623
$220K 0.02%
5,600
+121
624
$220K 0.02%
+6,337
625
$219K 0.02%
+5,116
23 24
25
26 27