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
301
$1.19M 0.06%
33,767
-1,182
302
$1.18M 0.06%
21,620
303
$1.17M 0.06%
8,967
+2,701
304
$1.17M 0.06%
12,999
-4,858
305
$1.16M 0.06%
15,377
+760
306
$1.16M 0.06%
7,600
+110
307
$1.16M 0.06%
18,480
+9,096
308
$1.14M 0.06%
10,759
+84
309
$1.14M 0.06%
18,400
310
$1.13M 0.06%
6,124
-792
311
$1.13M 0.06%
3,088
-183
312
$1.13M 0.06%
13,487
-3,134
313
$1.13M 0.06%
303,337
-2,238
314
$1.12M 0.06%
8,113
+419
315
$1.12M 0.06%
32,797
+8,825
316
$1.11M 0.06%
49,701
+693
317
$1.11M 0.06%
11,289
-262
318
$1.1M 0.06%
10,117
-426
319
$1.09M 0.06%
13,530
+14
320
$1.08M 0.06%
9,898
-11
321
$1.08M 0.06%
14,513
+1,324
322
$1.07M 0.06%
23,511
-3,018
323
$1.06M 0.06%
21,372
-249
324
$1.06M 0.06%
5,512
+66
325
$1.06M 0.06%
20,130
11 12
13
14 15