LNWTC
Laird Norton Wetherby Trust Company Portfolio holdings
AUM
$728M
This Quarter Return
+9.64%
1 Year Return
+17.12%
3 Year Return
+71.4%
5 Year Return
–
10 Year Return
–
AUM
$1.07B
AUM Growth
+$1.07B
(+9.3%)
Cap. Flow
+$9.21M
Cap. Flow
% of AUM
0.86%
Top 10 Holdings %
Top 10 Hldgs %
77.67%
Holding
206
New
19
Increased
74
Reduced
51
Closed
8
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$4.98M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$4.69M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$1.48M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$1.3M |
| 5 |
Airbnb
ABNB
|
$1.22M |
Top Sells
| 1 |
Microsoft
MSFT
|
$7.62M |
| 2 |
iShares ESG Optimized MSCI USA ETF
SUSA
|
$2.6M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$2.46M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$1.5M |
| 5 |
Vanguard Growth ETF
VUG
|
$354K |
Sector Composition
| 1 | Technology | 37.42% |
| 2 | Consumer Discretionary | 2.82% |
| 3 | Communication Services | 2.01% |
| 4 | Industrials | 1.42% |
| 5 | Healthcare | 1.34% |
