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
676
$150K 0.02%
12,638
+336
677
$149K 0.02%
11,014
-766
678
$147K 0.02%
10,265
-701
679
$146K 0.02%
10,000
680
$145K 0.02%
+13,697
681
$142K 0.01%
+4,026
682
$137K 0.01%
10,042
-687
683
$135K 0.01%
17,173
-659
684
$134K 0.01%
10,692
-790
685
$122K 0.01%
27,261
-2,495
686
$120K 0.01%
23,986
+5,420
687
$105K 0.01%
18,204
+2,517
688
$104K 0.01%
+11,124
689
$92K 0.01%
+20,623
690
$87K 0.01%
20,657
+3,298
691
$85K 0.01%
34,577
-8,905
692
$74K 0.01%
+29,770
693
$62K 0.01%
+17,824
694
$50K 0.01%
16,539
+5,640
695
$48K 0.01%
56
696
$47K ﹤0.01%
24,353
+10,252
697
$39K ﹤0.01%
+10,320
698
$23K ﹤0.01%
+81
699
$20K ﹤0.01%
219
-144
700
$18K ﹤0.01%
+17,419
26 27
28
29 30