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
251
$1.53M 0.08%
36,291
-2,220
252
$1.53M 0.08%
11,245
-547
253
$1.51M 0.08%
25,000
254
$1.51M 0.08%
8,758
+122
255
$1.51M 0.08%
15,945
+2,081
256
$1.5M 0.08%
18,268
-6,107
257
$1.5M 0.08%
9,070
+229
258
$1.49M 0.08%
23,550
-165
259
$1.49M 0.08%
5,492
-71
260
$1.48M 0.08%
32,400
+1,400
261
$1.48M 0.08%
5,842
+50
262
$1.47M 0.08%
22,513
+1,056
263
$1.46M 0.08%
31,926
-1,685
264
$1.45M 0.08%
168,401
+2,633
265
$1.45M 0.08%
3,808
-14
266
$1.44M 0.08%
11,362
-179
267
$1.43M 0.07%
5,892
+54
268
$1.43M 0.07%
9,666
-228
269
$1.43M 0.07%
11,127
-643
270
$1.41M 0.07%
10,073
+325
271
$1.4M 0.07%
4,817
-85
272
$1.38M 0.07%
22,432
+2,140
273
$1.38M 0.07%
6,327
274
$1.38M 0.07%
18,017
-341
275
$1.37M 0.07%
21,256
-1,136
9 10
11
12 13