LNWTC

Laird Norton Wetherby Trust Company Portfolio holdings

AUM $582M
1-Year Est. Return 21.51%
This Quarter Est. Return
1 Year Est. Return
+21.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$908M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$3.32M
2
+$3.19M
3
+$681K
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$577K
5
PHYS icon
Sprott Physical Gold
PHYS
+$471K

Top Sells

1
+$1.42M
2
+$687K
3
+$614K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$516K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$357K

Sector Composition

1 Technology 32.46%
2 Communication Services 6.51%
3 Consumer Discretionary 2.78%
4 Real Estate 1.78%
5 Consumer Staples 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.52M 0.39%
63,140
+5,299
27
$3.33M 0.37%
52,200
28
$3.32M 0.37%
13,775
29
$3.19M 0.35%
+12,478
30
$2.94M 0.32%
15,846
+823
31
$2.8M 0.31%
7,464
-583
32
$2.71M 0.3%
43,704
-934
33
$2.33M 0.26%
6,183
+576
34
$2.3M 0.25%
11,581
+695
35
$2.04M 0.23%
62,908
-2,585
36
$1.97M 0.22%
55,117
-560
37
$1.83M 0.2%
29,135
38
$1.75M 0.19%
13,750
+153
39
$1.74M 0.19%
36,255
40
$1.72M 0.19%
7,360
+675
41
$1.72M 0.19%
10,437
42
$1.71M 0.19%
10,773
+874
43
$1.58M 0.17%
6,870
-2,670
44
$1.56M 0.17%
29,563
-13,000
45
$1.52M 0.17%
3,633
46
$1.5M 0.17%
4,011
+46
47
$1.37M 0.15%
7,564
-85
48
$1.31M 0.14%
9,439
-57
49
$1.25M 0.14%
8,407
-10
50
$1.24M 0.14%
27,325
+12,759
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