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
$1.76B
AUM Growth
-$92.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
964
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$1.09M
3
+$808K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$713K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$692K

Top Sells

1
+$1.36M
2
+$1.27M
3
+$1.11M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$939K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$868K

Sector Composition

1 Technology 26.41%
2 Healthcare 10.62%
3 Financials 9.01%
4 Consumer Discretionary 8.21%
5 Communication Services 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.68M 0.1%
7,160
-82
227
$1.67M 0.09%
11,124
+398
228
$1.67M 0.09%
60,822
-3,509
229
$1.66M 0.09%
38,511
-1,232
230
$1.65M 0.09%
7,241
+24
231
$1.64M 0.09%
3,820
+28
232
$1.62M 0.09%
11,792
-2,331
233
$1.62M 0.09%
22,795
+4,596
234
$1.62M 0.09%
69,354
+275
235
$1.61M 0.09%
49,093
+2,300
236
$1.61M 0.09%
48,093
237
$1.6M 0.09%
4,461
-65
238
$1.59M 0.09%
23,434
+429
239
$1.59M 0.09%
4,902
-96
240
$1.58M 0.09%
37,644
-1,935
241
$1.58M 0.09%
16,900
-865
242
$1.57M 0.09%
9,617
-670
243
$1.56M 0.09%
101,018
-6,201
244
$1.56M 0.09%
2,257
-93
245
$1.56M 0.09%
7,689
+83
246
$1.56M 0.09%
9,365
+29
247
$1.55M 0.09%
36,359
+1,546
248
$1.54M 0.09%
13,312
-47
249
$1.53M 0.09%
5,792
-62
250
$1.51M 0.09%
41,963
-7,654
8 9
10
11 12