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
126
$1.78M 0.19%
31,879
+532
127
$1.74M 0.18%
41,547
+124
128
$1.74M 0.18%
87,260
+6,646
129
$1.74M 0.18%
39,372
-2,005
130
$1.71M 0.18%
12,194
-311
131
$1.71M 0.18%
7,102
+502
132
$1.7M 0.18%
73,626
-3,534
133
$1.69M 0.18%
44,373
-6,291
134
$1.68M 0.18%
6,862
-294
135
$1.68M 0.17%
+14,682
136
$1.67M 0.17%
6,738
+522
137
$1.67M 0.17%
22,010
+138
138
$1.66M 0.17%
46,454
-2,164
139
$1.65M 0.17%
9,763
-771
140
$1.64M 0.17%
13,008
-405
141
$1.64M 0.17%
7,559
+267
142
$1.62M 0.17%
7,833
+392
143
$1.6M 0.17%
13,381
+33
144
$1.58M 0.16%
15,394
+36
145
$1.57M 0.16%
56,900
+2,040
146
$1.56M 0.16%
7,857
-264
147
$1.54M 0.16%
16,549
-635
148
$1.53M 0.16%
26,788
-3,624
149
$1.52M 0.16%
16,691
+2,008
150
$1.48M 0.15%
33,274
-8,682
4 5
6
7 8