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
276
$1.06M 0.07%
6,398
+218
277
$1.06M 0.07%
3,963
-88
278
$1.06M 0.07%
22,733
+663
279
$1.06M 0.07%
192,184
+49,011
280
$1.05M 0.07%
14,022
+782
281
$1.04M 0.07%
11,508
+1,271
282
$1.04M 0.07%
36,358
+2,873
283
$1.03M 0.07%
12,246
+1,237
284
$1.03M 0.07%
6,277
+15
285
$1.03M 0.07%
8,439
+1,122
286
$1.02M 0.07%
126,000
287
$1.01M 0.07%
5,500
+172
288
$1.01M 0.07%
17,943
-33,949
289
$1.01M 0.07%
5,384
+668
290
$998K 0.07%
10,515
+76
291
$992K 0.07%
16,314
+783
292
$991K 0.07%
27,090
-2,490
293
$989K 0.07%
602
-107
294
$986K 0.07%
4,649
+998
295
$983K 0.07%
25,531
-633
296
$983K 0.07%
25,482
+661
297
$980K 0.07%
2,732
-787
298
$978K 0.07%
3,881
+18
299
$975K 0.07%
12,084
+1,179
300
$961K 0.07%
22,904
+5,048
10 11
12
13 14