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
176
$560K 0.13%
9,343
-302
177
$558K 0.13%
30,608
+352
178
$557K 0.13%
3,809
-388
179
$554K 0.13%
7,046
+110
180
$550K 0.13%
3,688
+117
181
$550K 0.13%
40,801
-2,049
182
$549K 0.13%
16,337
+2,856
183
$549K 0.13%
5,910
-205
184
$545K 0.13%
5,321
-256
185
$540K 0.13%
23,478
+12,188
186
$536K 0.13%
5,377
+7
187
$534K 0.13%
4,948
+924
188
$530K 0.13%
33,129
-2,834
189
$528K 0.13%
19,429
-129
190
$525K 0.13%
8,466
-23
191
$524K 0.13%
8,441
+86
192
$524K 0.13%
129,877
+3,461
193
$523K 0.13%
7,757
-1,213
194
$522K 0.13%
5,037
-209
195
$516K 0.12%
17,242
+826
196
$514K 0.12%
12,546
-48
197
$513K 0.12%
1,504
+135
198
$511K 0.12%
7,157
-88
199
$505K 0.12%
14,859
+3,100
200
$505K 0.12%
60,226
-1,134
6 7
8
9 10