LNWTC
Laird Norton Wetherby Trust Company Portfolio holdings
AUM
$728M
This Quarter Return
+10.99%
1 Year Return
+17.12%
3 Year Return
+71.4%
5 Year Return
–
10 Year Return
–
AUM
$801M
AUM Growth
+$801M
(+14%)
Cap. Flow
+$23M
Cap. Flow
% of AUM
2.87%
Top 10 Holdings %
Top 10 Hldgs %
81.34%
Holding
126
New
11
Increased
18
Reduced
37
Closed
7
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$8.64M |
| 2 |
Vanguard Total World Stock ETF
VT
|
$7.39M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$4.94M |
| 4 |
BILL Holdings
BILL
|
$3.75M |
| 5 |
Vanguard Small-Cap ETF
VB
|
$3.08M |
Top Sells
| 1 |
iShares National Muni Bond ETF
MUB
|
$2.21M |
| 2 |
Microsoft
MSFT
|
$1.85M |
| 3 |
Vanguard Total Bond Market
BND
|
$1.46M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.08M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.03M |
Sector Composition
| 1 | Technology | 31.17% |
| 2 | Consumer Discretionary | 2.11% |
| 3 | Communication Services | 1.83% |
| 4 | Healthcare | 1.06% |
| 5 | Industrials | 0.79% |