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
251
$1.51M 0.09%
12,530
-185
252
$1.5M 0.09%
33,611
+1,657
253
$1.5M 0.08%
15,866
-37
254
$1.49M 0.08%
35,490
-824
255
$1.49M 0.08%
28,146
+433
256
$1.46M 0.08%
61,078
-7,642
257
$1.45M 0.08%
7,387
-652
258
$1.44M 0.08%
109,262
+2,872
259
$1.44M 0.08%
23,715
+135
260
$1.42M 0.08%
26,079
+204
261
$1.42M 0.08%
12,589
+49
262
$1.41M 0.08%
165,768
+3,594
263
$1.4M 0.08%
8,636
-124
264
$1.39M 0.08%
3,579
+35
265
$1.39M 0.08%
25,000
266
$1.39M 0.08%
3,155
+67
267
$1.37M 0.08%
21,457
-2,802
268
$1.37M 0.08%
15,533
+2,534
269
$1.37M 0.08%
5,563
-46
270
$1.36M 0.08%
10,409
-1,336
271
$1.35M 0.08%
9,894
+927
272
$1.35M 0.08%
22,392
+780
273
$1.35M 0.08%
13,439
-60
274
$1.34M 0.08%
26,305
-395
275
$1.34M 0.08%
30,334
-298
9 10
11
12 13