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
126
$723K 0.17%
9,228
+587
127
$720K 0.17%
34,004
+784
128
$719K 0.17%
5,070
-14
129
$715K 0.17%
10,883
+195
130
$714K 0.17%
7,609
+8
131
$711K 0.17%
15,417
+83
132
$710K 0.17%
6,189
+191
133
$709K 0.17%
23,603
-846
134
$706K 0.17%
7,093
+4,250
135
$704K 0.17%
7,529
+7
136
$703K 0.17%
92,697
+3,200
137
$701K 0.17%
5,633
-2
138
$697K 0.17%
20,128
+824
139
$690K 0.17%
14,444
-1,035
140
$675K 0.16%
5,977
-60
141
$674K 0.16%
11,702
-51
142
$669K 0.16%
3,747
-88
143
$668K 0.16%
27,488
-92
144
$667K 0.16%
20,875
+643
145
$665K 0.16%
10,250
-124
146
$660K 0.16%
6,813
+234
147
$660K 0.16%
8,717
+43
148
$654K 0.16%
59,022
-7,184
149
$653K 0.16%
57,100
+2,730
150
$651K 0.16%
9,811
+230
4 5
6
7 8