LNWTC

Laird Norton Wetherby Trust Company Portfolio holdings

AUM $728M
1-Year Est. Return 17.12%
This Quarter Est. Return
1 Year Est. Return
+17.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$728M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$737K
3
+$567K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$538K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$398K

Top Sells

1
+$9.9M
2
+$2.2M
3
+$1.6M
4
MSFT icon
Microsoft
MSFT
+$1.34M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.32M

Sector Composition

1 Technology 51.7%
2 Financials 3.71%
3 Consumer Discretionary 3.2%
4 Communication Services 1.6%
5 Healthcare 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.8T
$331M 45.41%
664,529
-2,686
VEU icon
2
Vanguard FTSE All-World ex-US ETF
VEU
$51B
$61.6M 8.46%
916,012
-147,292
VTI icon
3
Vanguard Total Stock Market ETF
VTI
$540B
$47.6M 6.54%
156,151
VWO icon
4
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$24.7M 3.39%
499,403
-12,238
VEA icon
5
Vanguard FTSE Developed Markets ETF
VEA
$178B
$23.6M 3.25%
414,581
+9,437
IVW icon
6
iShares S&P 500 Growth ETF
IVW
$65.5B
$18M 2.48%
163,647
-845
AAPL icon
7
Apple
AAPL
$3.67T
$17.2M 2.37%
83,988
AMZN icon
8
Amazon
AMZN
$2.29T
$16.9M 2.32%
76,868
IBM icon
9
IBM
IBM
$257B
$11.6M 1.6%
39,500
MUB icon
10
iShares National Muni Bond ETF
MUB
$40.3B
$9.98M 1.37%
95,558
+3,808
VT icon
11
Vanguard Total World Stock ETF
VT
$54B
$8.98M 1.23%
69,880
NVDA icon
12
NVIDIA
NVDA
$4.43T
$8.85M 1.22%
56,024
+1,345
EFA icon
13
iShares MSCI EAFE ETF
EFA
$68B
$8.07M 1.11%
90,252
-24,576
GETY icon
14
Getty Images
GETY
$900M
$8.05M 1.11%
4,851,391
GS icon
15
Goldman Sachs
GS
$234B
$7.79M 1.07%
11,000
PHYS icon
16
Sprott Physical Gold
PHYS
$15.3B
$7.72M 1.06%
304,656
+22,363
IWB icon
17
iShares Russell 1000 ETF
IWB
$44.5B
$7.71M 1.06%
22,699
ABT icon
18
Abbott
ABT
$222B
$7.36M 1.01%
54,100
-11,750
JPM icon
19
JPMorgan Chase
JPM
$813B
$6.93M 0.95%
23,890
BND icon
20
Vanguard Total Bond Market
BND
$138B
$6.2M 0.85%
84,212
SPY icon
21
SPDR S&P 500 ETF Trust
SPY
$656B
$6.2M 0.85%
10,000
VXUS icon
22
Vanguard Total International Stock ETF
VXUS
$107B
$5.75M 0.79%
83,200
-19,173
BRK.B icon
23
Berkshire Hathaway Class B
BRK.B
$1.05T
$5.54M 0.76%
+11,404
PG icon
24
Procter & Gamble
PG
$350B
$5.32M 0.73%
33,365
XOM icon
25
Exxon Mobil
XOM
$472B
$4.95M 0.68%
45,904
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