LNWTC
Laird Norton Wetherby Trust Company Portfolio holdings
AUM
$4.81B
1-Year Est. Return
27.36%
This Fund
S&P 500
1 Year Est. Return
+27.36%
AUM
$801M
AUM Growth
+$96.7M
(+14%)
Holding
126
Top Buys
| 1 | +$8.52M | |
| 2 | +$7.26M | |
| 3 | +$4.99M | |
| 4 |
BILL Holdings
BILL
|
+$4.29M |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$3.15M |
Top Sells
| 1 | +$2.19M | |
| 2 | +$1.64M | |
| 3 | +$1.45M | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.07M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$1.02M |
Sector Composition
| 1 | Technology | 31.17% |
| 2 | Consumer Discretionary | 2.11% |
| 3 | Communication Services | 1.83% |
| 4 | Healthcare | 1.06% |
| 5 | Industrials | 0.79% |