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
651
$208K 0.02%
+4,098
652
$207K 0.02%
+3,134
653
$205K 0.02%
+3,384
654
$204K 0.02%
+3,440
655
$204K 0.02%
6,921
+2,111
656
$204K 0.02%
14,757
-1,293
657
$201K 0.02%
15,360
658
$201K 0.02%
+2,304
659
$200K 0.02%
+4,129
660
$200K 0.02%
+1,769
661
$195K 0.02%
23,190
-4,570
662
$193K 0.02%
111,501
+9,982
663
$189K 0.02%
21,005
+2,458
664
$187K 0.02%
48,984
-10,560
665
$175K 0.02%
+10,693
666
$174K 0.02%
17,443
-100
667
$172K 0.02%
35,032
+1,448
668
$171K 0.02%
13,328
+207
669
$171K 0.02%
55,666
-23,343
670
$169K 0.02%
10,108
-224
671
$168K 0.02%
12,941
+312
672
$167K 0.02%
+16,007
673
$162K 0.02%
29,458
-644
674
$159K 0.02%
17,837
+463
675
$158K 0.02%
21,184
-1,928
25 26
27
28 29