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
276
$1.36M 0.07%
26,700
-300
277
$1.34M 0.07%
9,336
+2,200
278
$1.34M 0.07%
10,437
-86
279
$1.34M 0.07%
21,612
+2,474
280
$1.33M 0.07%
11,769
+433
281
$1.32M 0.07%
8,633
+193
282
$1.31M 0.07%
18,199
+8,804
283
$1.31M 0.07%
13,499
+506
284
$1.3M 0.07%
7,306
+140
285
$1.28M 0.07%
32,090
+15
286
$1.28M 0.07%
6,327
+50
287
$1.28M 0.07%
3,336
-15
288
$1.27M 0.07%
29,800
+2,700
289
$1.27M 0.07%
3,825
-96
290
$1.27M 0.07%
88,003
-218
291
$1.27M 0.07%
29,709
-4,632
292
$1.27M 0.07%
12,635
+983
293
$1.25M 0.07%
6,291
-398
294
$1.25M 0.07%
2,864
-82
295
$1.23M 0.07%
7,334
-57
296
$1.21M 0.07%
5,938
-194
297
$1.21M 0.07%
10,947
+76
298
$1.21M 0.07%
12,715
-368
299
$1.21M 0.07%
7,489
+70
300
$1.2M 0.06%
162,174
+3,685
10 11
12
13 14