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
201
$499K 0.12%
2,463
-190
202
$498K 0.12%
57,558
+2,298
203
$493K 0.12%
4,097
204
$493K 0.12%
6,050
205
$491K 0.12%
4,980
+24
206
$483K 0.12%
11,256
+1,278
207
$483K 0.12%
890
+68
208
$483K 0.12%
133,333
209
$482K 0.12%
13,519
-705
210
$478K 0.11%
61,649
+2,098
211
$475K 0.11%
83,790
+3,365
212
$475K 0.11%
4,158
-1
213
$472K 0.11%
11,280
+218
214
$472K 0.11%
10,968
+287
215
$471K 0.11%
6,654
+331
216
$468K 0.11%
12,712
+370
217
$467K 0.11%
3,398
-149
218
$467K 0.11%
5,735
+4
219
$466K 0.11%
26,278
-221
220
$462K 0.11%
2,437
-90
221
$460K 0.11%
5,447
+256
222
$455K 0.11%
16,575
+283
223
$451K 0.11%
10,901
+41
224
$449K 0.11%
9,593
+214
225
$447K 0.11%
7,922
+2,710
7 8
9
10 11