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
$1.85B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
977
New
Increased
Reduced
Closed

Top Buys

1
+$6.89M
2
+$2.28M
3
+$2.01M
4
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$1.46M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$1.44M

Top Sells

1
+$1.88M
2
+$1.59M
3
+$1.37M
4
ANET icon
Arista Networks
ANET
+$1.25M
5
TSLA icon
Tesla
TSLA
+$1.13M

Sector Composition

1 Technology 26.93%
2 Healthcare 10.72%
3 Financials 8.67%
4 Consumer Discretionary 8.21%
5 Communication Services 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.71M 0.09%
75,000
227
$1.7M 0.09%
5,609
-63
228
$1.7M 0.09%
7,242
+49
229
$1.7M 0.09%
8,804
-736
230
$1.69M 0.09%
68,720
-3,540
231
$1.69M 0.09%
3,792
-31
232
$1.68M 0.09%
107,219
-5,224
233
$1.68M 0.09%
48,093
234
$1.68M 0.09%
8,107
+1,437
235
$1.68M 0.09%
2,075
-46
236
$1.68M 0.09%
36,454
-11,937
237
$1.68M 0.09%
9,124
+281
238
$1.67M 0.09%
39,743
+88
239
$1.67M 0.09%
4,526
+308
240
$1.67M 0.09%
25,875
+463
241
$1.67M 0.09%
8,760
+13
242
$1.64M 0.09%
607
-8
243
$1.62M 0.09%
11,714
+501
244
$1.61M 0.09%
45,293
+5,418
245
$1.61M 0.09%
11,353
+443
246
$1.61M 0.09%
3,526
-402
247
$1.6M 0.09%
69,079
+11,116
248
$1.58M 0.09%
15,903
-4,444
249
$1.56M 0.08%
4,740
-1,275
250
$1.56M 0.08%
10,726
+232
8 9
10
11 12