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
101
$2.17M 0.23%
499,520
+36,720
102
$2.17M 0.23%
18,301
-223
103
$2.16M 0.23%
19,328
-489
104
$2.15M 0.22%
13,167
+386
105
$2.13M 0.22%
13,384
+2,011
106
$2.13M 0.22%
4,085
+21
107
$2.11M 0.22%
10,892
+394
108
$2.1M 0.22%
22,544
+20,091
109
$2.09M 0.22%
19,553
+903
110
$2.08M 0.22%
24,385
+687
111
$2.05M 0.21%
23,905
-300
112
$1.99M 0.21%
18,130
+515
113
$1.99M 0.21%
26,151
+835
114
$1.96M 0.2%
998
-9
115
$1.95M 0.2%
32,462
+471
116
$1.93M 0.2%
163,195
+4,125
117
$1.9M 0.2%
15,271
+615
118
$1.89M 0.2%
35,481
+3,008
119
$1.87M 0.2%
32,102
+1,646
120
$1.85M 0.19%
48,483
-18,678
121
$1.85M 0.19%
15,412
+542
122
$1.83M 0.19%
45,434
-2,138
123
$1.82M 0.19%
39,370
+2,948
124
$1.81M 0.19%
70,162
+2,844
125
$1.79M 0.19%
13,349
+10,111
3 4
5
6 7