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
176
$1.24M 0.13%
23,826
+916
177
$1.22M 0.13%
24,500
+528
178
$1.22M 0.13%
15,392
-602
179
$1.2M 0.13%
7,544
-2,406
180
$1.2M 0.13%
5,667
+380
181
$1.2M 0.12%
11,676
+593
182
$1.19M 0.12%
6,083
-291
183
$1.19M 0.12%
22,787
-7
184
$1.18M 0.12%
8,885
+1,269
185
$1.18M 0.12%
4,606
+437
186
$1.18M 0.12%
30,165
+316
187
$1.15M 0.12%
15,583
+1,097
188
$1.14M 0.12%
2,555
-97
189
$1.13M 0.12%
6,888
190
$1.13M 0.12%
31,637
+1,303
191
$1.12M 0.12%
11,788
+412
192
$1.12M 0.12%
6,102
+111
193
$1.1M 0.12%
7,944
+1,502
194
$1.1M 0.12%
12,596
-166
195
$1.09M 0.11%
16,381
+117
196
$1.09M 0.11%
13,165
+666
197
$1.08M 0.11%
13,040
+30
198
$1.07M 0.11%
18,849
+1,393
199
$1.07M 0.11%
11,790
+596
200
$1.07M 0.11%
28,952
+1,623
6 7
8
9 10