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
76
$1.19M 0.29%
15,682
+211
77
$1.19M 0.29%
19,197
+1,922
78
$1.18M 0.28%
11,969
+182
79
$1.17M 0.28%
15,004
-1,172
80
$1.17M 0.28%
26,018
+2,016
81
$1.15M 0.28%
25,102
-310
82
$1.09M 0.26%
16,360
+415
83
$1.07M 0.26%
16,154
+1,071
84
$1.07M 0.26%
172,549
+5,079
85
$1.07M 0.26%
8,573
+595
86
$1.07M 0.26%
13,855
+6,360
87
$1.05M 0.25%
19,034
-108
88
$1.04M 0.25%
10,801
+119
89
$1.03M 0.25%
14,241
-978
90
$1.02M 0.24%
16,310
-142
91
$991K 0.24%
22,095
+294
92
$991K 0.24%
30,080
+10
93
$970K 0.23%
7,625
-18
94
$966K 0.23%
20,692
+286
95
$965K 0.23%
19,135
+2,281
96
$958K 0.23%
11,710
+42
97
$958K 0.23%
5,161
-8
98
$942K 0.23%
3,075
+241
99
$935K 0.22%
11,811
+912
100
$930K 0.22%
9,751
-156
2 3
4
5 6