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
276
$1.33M 0.08%
6,665
-2,039
277
$1.33M 0.08%
11,541
+252
278
$1.31M 0.07%
33,866
+99
279
$1.29M 0.07%
11,770
+1
280
$1.29M 0.07%
19,983
-1,414
281
$1.27M 0.07%
26,076
-786
282
$1.27M 0.07%
13,864
+1,229
283
$1.26M 0.07%
18,358
+1,188
284
$1.26M 0.07%
3,822
-3
285
$1.26M 0.07%
8,841
+208
286
$1.25M 0.07%
3,342
+6
287
$1.25M 0.07%
12,775
+341
288
$1.25M 0.07%
7,543
-57
289
$1.24M 0.07%
6,191
+67
290
$1.24M 0.07%
6,327
291
$1.23M 0.07%
13,463
+7,551
292
$1.23M 0.07%
23,459
+1,839
293
$1.23M 0.07%
10,177
-1,537
294
$1.23M 0.07%
2,674
-190
295
$1.22M 0.07%
19,792
-47
296
$1.21M 0.07%
5,838
-100
297
$1.2M 0.07%
32,115
+25
298
$1.19M 0.07%
21,519
+147
299
$1.19M 0.07%
33,564
+448
300
$1.18M 0.07%
6,230
-61
10 11
12
13 14