LNWTC
Laird Norton Wetherby Trust Company Portfolio holdings
AUM
$728M
1-Year Return
17.12%
This Quarter Return
-7.36%
1 Year Return
+17.12%
3 Year Return
+71.4%
5 Year Return
–
10 Year Return
–
AUM
$440M
AUM Growth
-$350M
(-44%)
Cap. Flow
-$294M
Cap. Flow
% of AUM
-66.92%
Top 10 Holdings %
Top 10 Hldgs %
81.48%
Holding
124
New
2
Increased
14
Reduced
35
Closed
53
Top Buys
| 1 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$4.31M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.81M |
| 3 |
iShares Gold Trust
IAU
|
$1.35M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$970K |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$690K |
Top Sells
| 1 |
Microsoft
MSFT
|
$177M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$29.5M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$24.9M |
| 4 |
Vanguard Total Bond Market
BND
|
$22.8M |
| 5 |
Amazon
AMZN
|
$8.03M |
Sector Composition
| 1 | Technology | 4.56% |
| 2 | Healthcare | 2.2% |
| 3 | Communication Services | 1.77% |
| 4 | Consumer Discretionary | 1.64% |
| 5 | Consumer Staples | 0.37% |
