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
51
$1.22M 0.13%
7,710
52
$1.06M 0.12%
4,796
+1
53
$1.06M 0.12%
4,934
-4
54
$1.01M 0.11%
10,720
+360
55
$986K 0.11%
7,694
+2,452
56
$938K 0.1%
10,879
+964
57
$929K 0.1%
20,225
58
$904K 0.1%
6,617
59
$877K 0.1%
18,258
-36
60
$822K 0.09%
3,122
61
$787K 0.09%
15,079
-845
62
$763K 0.08%
2,663
63
$741K 0.08%
6,706
+1,312
64
$736K 0.08%
14,793
-125
65
$720K 0.08%
6,147
66
$710K 0.08%
2,563
+74
67
$703K 0.08%
3,850
+62
68
$698K 0.08%
12,755
+4
69
$695K 0.08%
2
70
$693K 0.08%
17,283
71
$659K 0.07%
4,546
72
$648K 0.07%
8,411
-17
73
$629K 0.07%
2,486
74
$624K 0.07%
10,342
75
$612K 0.07%
8,480
1 2
3
4 5