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
276
$1.37M 0.07%
330,858
+23,527
277
$1.37M 0.07%
11,498
-1,335
278
$1.37M 0.07%
22,271
-8,631
279
$1.35M 0.07%
6,421
+230
280
$1.35M 0.07%
22,609
-850
281
$1.34M 0.07%
25,904
-172
282
$1.34M 0.07%
31,537
-578
283
$1.34M 0.07%
57,424
+1,722
284
$1.33M 0.07%
9,297
-1,112
285
$1.32M 0.07%
18,799
-1,184
286
$1.31M 0.07%
2,553
-121
287
$1.31M 0.07%
10,553
+646
288
$1.31M 0.07%
32,439
-5,205
289
$1.31M 0.07%
8,217
-537
290
$1.31M 0.07%
12,832
+4,111
291
$1.3M 0.07%
8,581
+480
292
$1.3M 0.07%
6,969
+304
293
$1.3M 0.07%
33,573
-738
294
$1.29M 0.07%
48,386
-1,431
295
$1.29M 0.07%
25,460
-845
296
$1.29M 0.07%
22,417
+898
297
$1.29M 0.07%
7,538
-5
298
$1.28M 0.07%
37,512
+3,948
299
$1.28M 0.07%
9,770
+279
300
$1.27M 0.07%
5,958
-272
10 11
12
13 14