LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.25B
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
1
$18.8M 4.51%
95
2
$13.6M 3.26%
516,392
-10,672
3
$11.6M 2.78%
130,848
+56,483
4
$9.93M 2.38%
178,931
-3,967
5
$8.39M 2.01%
26,866
+179
6
$7.35M 1.76%
94,253
+5,181
7
$7.26M 1.74%
250,700
+916
8
$7.22M 1.73%
1,484,624
-520,960
9
$6.54M 1.57%
62,230
-905
10
$5.75M 1.38%
38,528
+73
11
$5.05M 1.21%
49,215
+1,269
12
$5.01M 1.2%
184,392
-7,953
13
$4.56M 1.09%
34,529
-1,955
14
$4.54M 1.09%
90,001
-372
15
$4.03M 0.97%
74,070
+2,355
16
$3.98M 0.95%
39,323
-1,153
17
$3.9M 0.94%
127,330
-2,223
18
$3.89M 0.93%
48,998
+3,431
19
$3.8M 0.91%
+97,580
20
$3.72M 0.89%
110,100
-400
21
$3.39M 0.81%
51,307
+529
22
$3.29M 0.79%
47,892
+116
23
$3.24M 0.78%
32,470
+97
24
$3.13M 0.75%
91,003
-1,459
25
$3.08M 0.74%
29,420
-1,770
1
2 3 4 5