LNWTC

Laird Norton Wetherby Trust Company Portfolio holdings

AUM $582M
1-Year Est. Return 21.51%
This Fund
S&P 500
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
PHYS icon
Sprott Physical Gold
PHYS
+$471K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$431K

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
76
$594K 0.07%
5,546
+234
77
$588K 0.06%
6,620
-200
78
$584K 0.06%
26,826
+1,642
79
$573K 0.06%
2,946
-443
80
$568K 0.06%
2,600
+62
81
$555K 0.06%
2,064
82
$530K 0.06%
17,407
+392
83
$525K 0.06%
7,673
84
$524K 0.06%
6,744
-17
85
$513K 0.06%
5,609
86
$507K 0.06%
1,429
87
$496K 0.05%
7,288
88
$474K 0.05%
14,047
89
$471K 0.05%
3,334
90
$466K 0.05%
2,154
-4
91
$465K 0.05%
5,440
92
$465K 0.05%
8,085
93
$442K 0.05%
14,654
-2,280
94
$439K 0.05%
1,401
95
$432K 0.05%
2,637
96
$429K 0.05%
2,940
97
$428K 0.05%
1,614
-6
98
$426K 0.05%
2,406
99
$420K 0.05%
2,978
100
$411K 0.05%
7,500
2 3
4
5 6