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
301
$959K 0.07%
20,150
-7,075
302
$950K 0.07%
16,621
+2,290
303
$946K 0.07%
10,267
-901
304
$943K 0.07%
3,110
-599
305
$943K 0.07%
5,517
+71
306
$942K 0.07%
3,216
+388
307
$933K 0.07%
4,487
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308
$931K 0.07%
25,983
+6,096
309
$931K 0.07%
69,880
-3,261
310
$929K 0.07%
15,110
+909
311
$927K 0.07%
20,149
+1,035
312
$923K 0.07%
851
+17
313
$917K 0.06%
5,875
-13
314
$916K 0.06%
7,255
+201
315
$904K 0.06%
10,952
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316
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12,336
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317
$904K 0.06%
22,724
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318
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12,730
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$899K 0.06%
18,400
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320
$882K 0.06%
12,765
+2,700
321
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2,116
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322
$863K 0.06%
28,700
+3,050
323
$857K 0.06%
7,556
-46
324
$848K 0.06%
13,550
+1,882
325
$842K 0.06%
20,662
-180
11 12
13
14 15