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
626
$224K 0.02%
+1,119
627
$224K 0.02%
+8,527
628
$223K 0.02%
8,695
-1,794
629
$221K 0.02%
12,105
+48
630
$221K 0.02%
12,997
+2,422
631
$221K 0.02%
35,788
-246
632
$220K 0.02%
23,025
-3,008
633
$218K 0.02%
6,439
+22
634
$216K 0.02%
1,186
-1,118
635
$216K 0.02%
+4,136
636
$215K 0.02%
+1,705
637
$214K 0.02%
+1,468
638
$214K 0.02%
6,637
-37
639
$213K 0.02%
+12,700
640
$213K 0.02%
4,055
-400
641
$213K 0.02%
4,874
+268
642
$212K 0.02%
6,232
-105
643
$212K 0.02%
34,474
-51,995
644
$211K 0.02%
+3,166
645
$210K 0.02%
1,700
646
$210K 0.02%
13,066
-22,497
647
$210K 0.02%
+4,332
648
$209K 0.02%
11,071
+206
649
$208K 0.02%
2,491
-1,292
650
$208K 0.02%
+726
24 25
26
27 28