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
601
$249K 0.03%
1,723
+42
602
$248K 0.03%
17,424
+1,071
603
$247K 0.03%
+3,349
604
$245K 0.03%
4,234
+336
605
$245K 0.03%
1,652
606
$244K 0.03%
2,789
+160
607
$244K 0.03%
7,261
-2,971
608
$240K 0.03%
2,469
+83
609
$238K 0.02%
5,437
-531
610
$237K 0.02%
19,024
+4,538
611
$236K 0.02%
5,653
+53
612
$236K 0.02%
1,222
+22
613
$235K 0.02%
8,938
-2,273
614
$233K 0.02%
5,544
-1,230
615
$231K 0.02%
8,074
+138
616
$231K 0.02%
+1,917
617
$230K 0.02%
2,508
+32
618
$230K 0.02%
11,948
+399
619
$230K 0.02%
4,701
+78
620
$228K 0.02%
4,025
621
$227K 0.02%
3,330
+174
622
$227K 0.02%
4,989
+905
623
$226K 0.02%
+6,173
624
$226K 0.02%
15,000
625
$225K 0.02%
4,167
-115
23 24
25
26 27