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
151
$1.46M 0.15%
13,459
+508
152
$1.46M 0.15%
9,062
+405
153
$1.46M 0.15%
26,295
+534
154
$1.45M 0.15%
14,625
+186
155
$1.44M 0.15%
27,630
-1,713
156
$1.43M 0.15%
3,464
+134
157
$1.42M 0.15%
40,397
+53
158
$1.4M 0.15%
115,236
+7,047
159
$1.4M 0.15%
18,912
+2,114
160
$1.39M 0.15%
13,405
+958
161
$1.39M 0.14%
122,006
+10,255
162
$1.38M 0.14%
51,812
163
$1.38M 0.14%
11,038
-99
164
$1.37M 0.14%
57,916
+5,097
165
$1.36M 0.14%
17,572
+116
166
$1.34M 0.14%
9,426
+81
167
$1.33M 0.14%
31,812
-152
168
$1.32M 0.14%
17,937
+319
169
$1.32M 0.14%
3,510
+62
170
$1.3M 0.14%
21,397
+614
171
$1.3M 0.14%
11,812
+168
172
$1.29M 0.13%
11,901
+7
173
$1.28M 0.13%
8,159
+211
174
$1.25M 0.13%
13,922
+1,233
175
$1.25M 0.13%
7,503
5 6
7
8 9