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
101
$918K 0.22%
25,870
+284
102
$910K 0.22%
18,201
-279
103
$901K 0.22%
8,261
+285
104
$896K 0.21%
26,392
+1,692
105
$896K 0.21%
5,959
+104
106
$891K 0.21%
8,581
+586
107
$885K 0.21%
12,998
+82
108
$874K 0.21%
20,169
+1,459
109
$863K 0.21%
9,308
+37
110
$851K 0.2%
3,435
+65
111
$836K 0.2%
32,559
+5,411
112
$830K 0.2%
651
-9
113
$826K 0.2%
42,624
-8,821
114
$819K 0.2%
6,173
-24
115
$801K 0.19%
25,184
+5,213
116
$796K 0.19%
18,202
+78
117
$794K 0.19%
4,081
+130
118
$789K 0.19%
3,631
+23
119
$786K 0.19%
5,637
+461
120
$784K 0.19%
19,019
+1,150
121
$783K 0.19%
3,971
+36
122
$773K 0.19%
29,393
+6,274
123
$759K 0.18%
19,366
+5,993
124
$743K 0.18%
16,237
-9,523
125
$736K 0.18%
10,202
-64
3 4
5
6 7