LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.42B
AUM Growth
-$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
939
New
Increased
Reduced
Closed

Top Buys

1
+$8.3M
2
+$2.57M
3
+$1.97M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.83M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$1.33M

Top Sells

1
+$2.54M
2
+$1.91M
3
+$1.59M
4
IBB icon
iShares Biotechnology ETF
IBB
+$993K
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$983K

Sector Composition

1 Technology 23.34%
2 Healthcare 11.55%
3 Financials 9.31%
4 Consumer Discretionary 8.76%
5 Communication Services 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.33M 0.09%
33,048
+3,798
227
$1.33M 0.09%
32,969
+2,365
228
$1.33M 0.09%
6,163
+659
229
$1.33M 0.09%
23,653
+610
230
$1.32M 0.09%
10,642
+177
231
$1.32M 0.09%
21,544
+2,022
232
$1.32M 0.09%
50,000
233
$1.3M 0.09%
5,423
-208
234
$1.29M 0.09%
49,542
-10,278
235
$1.28M 0.09%
8,868
+490
236
$1.28M 0.09%
88,315
+59
237
$1.27M 0.09%
7,187
+696
238
$1.26M 0.09%
7,705
+992
239
$1.25M 0.09%
2,199
+338
240
$1.25M 0.09%
5,811
+869
241
$1.25M 0.09%
9,701
+593
242
$1.24M 0.09%
26,505
+1,785
243
$1.24M 0.09%
28,391
-115
244
$1.24M 0.09%
8,816
-547
245
$1.22M 0.09%
6,571
+158
246
$1.21M 0.09%
36,194
+694
247
$1.21M 0.09%
49,736
-1,273
248
$1.21M 0.09%
39,770
+2,328
249
$1.2M 0.08%
5,882
-477
250
$1.2M 0.08%
9,939
+301
8 9
10
11 12