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
201
$1.07M 0.11%
7,038
-239
202
$1.06M 0.11%
28,003
+1,266
203
$1.06M 0.11%
8,552
+89
204
$1.06M 0.11%
25,963
-3,887
205
$1.06M 0.11%
5,881
-255
206
$1.05M 0.11%
24,715
-1,221
207
$1.04M 0.11%
16,839
+522
208
$1.04M 0.11%
7,598
209
$1.03M 0.11%
12,717
+1,848
210
$1.02M 0.11%
6,649
+274
211
$1.01M 0.11%
4,571
+113
212
$1.01M 0.11%
24,534
+1,760
213
$1.01M 0.11%
18,000
214
$1M 0.1%
197,659
+40,249
215
$979K 0.1%
4,742
+19
216
$968K 0.1%
5,376
+516
217
$965K 0.1%
6,487
+9
218
$960K 0.1%
19,962
+1,519
219
$957K 0.1%
38,677
-30,441
220
$956K 0.1%
26,658
-7,975
221
$948K 0.1%
13,778
+85
222
$945K 0.1%
17,707
-1,860
223
$936K 0.1%
16,801
+579
224
$918K 0.1%
12,448
+1,142
225
$916K 0.1%
22,235
+971
7 8
9
10 11