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 Communication Services 10.49%
4 Healthcare 10.39%
5 Consumer Discretionary 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$16K ﹤0.01%
26,625
702
$11K ﹤0.01%
4
703
– –
-1,781
704
– –
-47,068
705
– –
-36,413
706
– –
-3,432
707
– –
-3,533
708
– –
-3,073
709
– –
-19,894
710
– –
-10,878
711
– –
-38,532
712
– –
-1,172
713
– –
-2,404
714
– –
-1,305
715
– –
-5,436
716
– –
-12,049
717
– –
-5,580
718
– –
-5,306
719
– –
-14,909
720
– –
-783
721
– –
-16,503
722
– –
-2,439
723
– –
-1,608
724
– –
-10,250
725
– –
-9,117
26 27 28
29
30