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
251
$1.55M 0.08%
34,813
+9,278
252
$1.54M 0.08%
36,314
-740
253
$1.53M 0.08%
23,765
+4,413
254
$1.5M 0.08%
21,397
+563
255
$1.5M 0.08%
31,954
+828
256
$1.5M 0.08%
23,580
-45
257
$1.5M 0.08%
27,713
-944
258
$1.5M 0.08%
17,765
-1,646
259
$1.49M 0.08%
13,359
+55
260
$1.48M 0.08%
25,719
-2,958
261
$1.47M 0.08%
8,771
+402
262
$1.45M 0.08%
7,606
+16
263
$1.45M 0.08%
23,005
-551
264
$1.45M 0.08%
5,854
-139
265
$1.44M 0.08%
182,260
-27,256
266
$1.44M 0.08%
+25,000
267
$1.43M 0.08%
106,390
+675
268
$1.42M 0.08%
165,381
+7,618
269
$1.41M 0.08%
12,540
-47
270
$1.4M 0.08%
26,862
+928
271
$1.38M 0.07%
14,662
-675
272
$1.38M 0.07%
3,544
-4
273
$1.37M 0.07%
30,632
+1,177
274
$1.37M 0.07%
46,793
+13,756
275
$1.36M 0.07%
21,097
+413
9 10
11
12 13