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
$417M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
490
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$3.8M
3
+$489K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$423K
5
BABA icon
Alibaba
BABA
+$417K

Top Sells

1
+$3.62M
2
+$2.53M
3
+$1.09M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$546K
5
RIO icon
Rio Tinto
RIO
+$533K

Sector Composition

1 Financials 18.58%
2 Technology 16.03%
3 Healthcare 15.91%
4 Communication Services 8.23%
5 Consumer Staples 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.81M 0.43%
20,741
+307
52
$1.8M 0.43%
12,489
-32
53
$1.79M 0.43%
34,645
+615
54
$1.72M 0.41%
27,528
-756
55
$1.69M 0.4%
17,264
-940
56
$1.62M 0.39%
79,155
-3,678
57
$1.59M 0.38%
13,546
-160
58
$1.57M 0.38%
54,176
-396
59
$1.56M 0.37%
25,962
-1,259
60
$1.52M 0.36%
25,699
+589
61
$1.44M 0.35%
8,939
-8
62
$1.4M 0.34%
39,842
+11,555
63
$1.38M 0.33%
14,147
-108
64
$1.35M 0.32%
59,341
+3,165
65
$1.33M 0.32%
19,096
-1,643
66
$1.32M 0.32%
11,004
-1,257
67
$1.32M 0.32%
24,009
-319
68
$1.28M 0.31%
30,107
-401
69
$1.26M 0.3%
7,000
+102
70
$1.24M 0.3%
51,341
+7,171
71
$1.24M 0.3%
17,809
-493
72
$1.24M 0.3%
20,428
+3,793
73
$1.22M 0.29%
14,529
-10
74
$1.21M 0.29%
14,291
+329
75
$1.2M 0.29%
22,700
1 2
3
4 5