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
151
$640K 0.15%
6,011
152
$632K 0.15%
8,125
153
$631K 0.15%
6,406
-297
154
$624K 0.15%
9,649
+320
155
$622K 0.15%
11,042
-1,496
156
$621K 0.15%
9,638
-170
157
$617K 0.15%
19,137
-3,366
158
$616K 0.15%
8,701
-213
159
$614K 0.15%
5,680
-46
160
$610K 0.15%
23,472
-908
161
$605K 0.15%
122,830
-3,275
162
$602K 0.14%
16,619
-2,464
163
$596K 0.14%
8,191
+209
164
$596K 0.14%
13,874
-1,364
165
$594K 0.14%
42,190
+895
166
$593K 0.14%
6,150
+95
167
$585K 0.14%
10,864
-74
168
$584K 0.14%
8,166
+59
169
$582K 0.14%
12,341
+1,894
170
$579K 0.14%
32,454
+1,812
171
$579K 0.14%
3,100
+1,200
172
$575K 0.14%
40,920
+150
173
$572K 0.14%
13,417
-9,132
174
$568K 0.14%
13,247
+4,380
175
$566K 0.14%
2,999
+1
5 6
7
8 9