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
$1.92B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
969
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.74M
3
+$1.53M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.15M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.08M

Top Sells

1
+$16.7M
2
+$8.7M
3
+$5.37M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$4.54M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.68M

Sector Composition

1 Technology 27.3%
2 Healthcare 10.05%
3 Financials 9.56%
4 Consumer Discretionary 8.53%
5 Communication Services 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.85M 0.1%
3,954
+36
227
$1.84M 0.1%
3,854
+34
228
$1.84M 0.1%
8,179
+146
229
$1.83M 0.1%
23,631
-7,640
230
$1.77M 0.09%
26,310
+49
231
$1.77M 0.09%
7,398
+157
232
$1.77M 0.09%
13,521
+7,079
233
$1.76M 0.09%
22,271
-2,625
234
$1.75M 0.09%
12,659
+70
235
$1.75M 0.09%
35,923
-1,710
236
$1.74M 0.09%
7,356
-31
237
$1.74M 0.09%
+10,563
238
$1.72M 0.09%
103,310
+832
239
$1.72M 0.09%
12,896
+366
240
$1.7M 0.09%
34,358
-1,132
241
$1.7M 0.09%
3,682
+103
242
$1.66M 0.09%
171,601
+2
243
$1.65M 0.09%
32,018
+5,285
244
$1.64M 0.09%
109,385
+123
245
$1.64M 0.09%
41,873
-90
246
$1.63M 0.08%
28,123
-23
247
$1.58M 0.08%
38,266
+18,192
248
$1.58M 0.08%
75,000
249
$1.58M 0.08%
49,815
+722
250
$1.57M 0.08%
13,144
-168
8 9
10
11 12