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
101
$411K 0.05%
7,500
102
$409K 0.05%
879
-3
103
$406K 0.04%
+3,356
104
$398K 0.04%
2,000
105
$395K 0.04%
1,741
106
$392K 0.04%
3,583
107
$390K 0.04%
1,109
+66
108
$370K 0.04%
6,888
-209
109
$366K 0.04%
8,022
+1,045
110
$337K 0.04%
4,194
111
$337K 0.04%
3,716
+147
112
$328K 0.04%
1,403
+5
113
$325K 0.04%
14,678
114
$320K 0.04%
5,486
-21
115
$311K 0.03%
10,311
116
$309K 0.03%
1,186
117
$299K 0.03%
5,704
+43
118
$290K 0.03%
1,728
-5
119
$289K 0.03%
4,040
+19
120
$288K 0.03%
5,314
-100
121
$285K 0.03%
6,134
122
$283K 0.03%
1,333
-249
123
$282K 0.03%
4,371
124
$281K 0.03%
8,000
125
$278K 0.03%
6,362
3 4
5
6 7