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
251
$1.17M 0.08%
23,350
+2,294
252
$1.16M 0.08%
2,368
+111
253
$1.15M 0.08%
15,515
+1,847
254
$1.15M 0.08%
13,412
+2,339
255
$1.14M 0.08%
51,041
-953
256
$1.13M 0.08%
13,648
+1,651
257
$1.12M 0.08%
7,259
-100
258
$1.12M 0.08%
55,674
-12,885
259
$1.12M 0.08%
5,962
+792
260
$1.12M 0.08%
43,548
+3,868
261
$1.11M 0.08%
3,916
-173
262
$1.11M 0.08%
29,194
-8,865
263
$1.11M 0.08%
9,845
-1,013
264
$1.1M 0.08%
9,119
+628
265
$1.1M 0.08%
28,470
+604
266
$1.1M 0.08%
29,930
+2,124
267
$1.1M 0.08%
8,292
+210
268
$1.09M 0.08%
25,149
-396
269
$1.09M 0.08%
8,010
-189
270
$1.09M 0.08%
7,203
+2,919
271
$1.08M 0.08%
7,454
+700
272
$1.08M 0.08%
3,526
+143
273
$1.07M 0.08%
32,451
+3,165
274
$1.07M 0.08%
48,510
+120
275
$1.07M 0.08%
22,039
+4,000
9 10
11
12 13