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
$622M
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.75M
3
+$588K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$587K
5
IX icon
ORIX
IX
+$280K

Top Sells

1
+$17.9M
2
+$17.2M
3
+$5.37M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.1M
5
TSLA icon
Tesla
TSLA
+$5.06M

Sector Composition

1 Technology 46.93%
2 Consumer Discretionary 3.36%
3 Financials 2.86%
4 Healthcare 1.8%
5 Communication Services 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.78T
$250M 40.29%
667,215
-14,300
VEU icon
2
Vanguard FTSE All-World ex-US ETF
VEU
$51.2B
$64.5M 10.38%
1,063,304
-282,768
VTI icon
3
Vanguard Total Stock Market ETF
VTI
$555B
$42.9M 6.9%
156,151
-65,205
VWO icon
4
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$23.2M 3.73%
511,641
-112,773
VEA icon
5
Vanguard FTSE Developed Markets ETF
VEA
$179B
$20.6M 3.31%
405,144
+49,961
AAPL icon
6
Apple
AAPL
$3.99T
$18.7M 3%
83,988
-18,652
IVW icon
7
iShares S&P 500 Growth ETF
IVW
$68B
$15.3M 2.46%
164,492
AMZN icon
8
Amazon
AMZN
$2.66T
$14.6M 2.35%
76,868
-20,838
IBM icon
9
IBM
IBM
$286B
$9.82M 1.58%
39,500
MUB icon
10
iShares National Muni Bond ETF
MUB
$40.1B
$9.67M 1.56%
91,750
+5,580
EFA icon
11
iShares MSCI EAFE ETF
EFA
$68B
$9.38M 1.51%
114,828
ABT icon
12
Abbott
ABT
$216B
$8.74M 1.41%
65,850
GETY icon
13
Getty Images
GETY
$726M
$8.39M 1.35%
4,851,391
VT icon
14
Vanguard Total World Stock ETF
VT
$55B
$8.1M 1.3%
69,880
-100
IWB icon
15
iShares Russell 1000 ETF
IWB
$45.7B
$6.96M 1.12%
22,699
-12,117
PHYS icon
16
Sprott Physical Gold
PHYS
$14.5B
$6.79M 1.09%
282,293
-181,007
VXUS icon
17
Vanguard Total International Stock ETF
VXUS
$107B
$6.36M 1.02%
102,373
-12,518
BND icon
18
Vanguard Total Bond Market
BND
$136B
$6.19M 1%
84,212
-22,176
GS icon
19
Goldman Sachs
GS
$238B
$6.01M 0.97%
11,000
NVDA icon
20
NVIDIA
NVDA
$4.91T
$5.93M 0.95%
54,679
-27,922
JPM icon
21
JPMorgan Chase
JPM
$849B
$5.86M 0.94%
23,890
PG icon
22
Procter & Gamble
PG
$342B
$5.69M 0.91%
33,365
SPY icon
23
SPDR S&P 500 ETF Trust
SPY
$676B
$5.61M 0.9%
10,000
XOM icon
24
Exxon Mobil
XOM
$481B
$5.46M 0.88%
45,904
CVX icon
25
Chevron
CVX
$306B
$4.74M 0.76%
28,324
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