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
$440M
AUM Growth
-$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$2.81M
3
+$1.35M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$970K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$690K

Top Sells

1
+$177M
2
+$29.5M
3
+$24.9M
4
BND icon
Vanguard Total Bond Market
BND
+$22.8M
5
AMZN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
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