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
$1.1B
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$61.1M
2
+$15.5M
3
+$6.11M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$3.94M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.23M

Top Sells

1
+$1.85M
2
+$1.01M
3
+$1.01M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$777K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$735K

Sector Composition

1 Technology 33.28%
2 Consumer Discretionary 3.11%
3 Communication Services 1.54%
4 Industrials 1.5%
5 Healthcare 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$359K 0.03%
1,065
-56
127
$355K 0.03%
3,225
128
$353K 0.03%
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-363
129
$351K 0.03%
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130
$342K 0.03%
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131
$341K 0.03%
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+2,540
132
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133
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135
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136
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137
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138
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139
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140
$313K 0.03%
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141
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142
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144
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3,195
145
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146
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147
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2,628
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148
$285K 0.03%
8,850
149
$285K 0.03%
1,578
+83
150
$279K 0.03%
3,384
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4 5
6
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