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
76
$2.79M 0.29%
21,811
+115
77
$2.77M 0.29%
10,426
+846
78
$2.68M 0.28%
300,411
79
$2.65M 0.28%
19,074
+443
80
$2.64M 0.28%
41,680
-1,969
81
$2.64M 0.28%
9,051
+251
82
$2.59M 0.27%
11,721
-67
83
$2.57M 0.27%
21,810
+599
84
$2.54M 0.27%
7,206
-820
85
$2.47M 0.26%
92,380
-5,740
86
$2.42M 0.25%
22,247
+832
87
$2.42M 0.25%
23,115
+169
88
$2.37M 0.25%
17,232
+35
89
$2.36M 0.25%
+21,710
90
$2.34M 0.24%
46,092
+801
91
$2.33M 0.24%
13,801
+4
92
$2.33M 0.24%
13,410
93
$2.32M 0.24%
5,944
+98
94
$2.28M 0.24%
30,114
-289
95
$2.26M 0.24%
27,889
+1,227
96
$2.26M 0.24%
38,736
+1,444
97
$2.25M 0.24%
9,120
-213
98
$2.24M 0.23%
35,479
+8,322
99
$2.23M 0.23%
40,300
-1,066
100
$2.21M 0.23%
49,513
+3,077
2 3
4
5 6