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
301
$1.18M 0.07%
15,034
+1,547
302
$1.17M 0.07%
15,485
+108
303
$1.17M 0.07%
5,777
+165
304
$1.16M 0.07%
8,754
-17
305
$1.16M 0.07%
307,331
+3,994
306
$1.14M 0.06%
31,000
+1,200
307
$1.13M 0.06%
8,191
-3,162
308
$1.13M 0.06%
14,061
+531
309
$1.12M 0.06%
10,361
+100
310
$1.12M 0.06%
10,836
+77
311
$1.11M 0.06%
19,183
-1,914
312
$1.11M 0.06%
18,400
313
$1.11M 0.06%
12,898
-214
314
$1.1M 0.06%
11,607
+3,110
315
$1.1M 0.06%
26,733
-9,721
316
$1.09M 0.06%
9,748
-369
317
$1.08M 0.06%
2,225
+54
318
$1.07M 0.06%
7,228
-261
319
$1.07M 0.06%
55,702
+1,192
320
$1.06M 0.06%
11,010
-207
321
$1.06M 0.06%
15,798
-5,350
322
$1.05M 0.06%
12,328
+395
323
$1.04M 0.06%
8,626
+720
324
$1.04M 0.06%
7,280
-54
325
$1.04M 0.06%
49,817
+116
11 12
13
14 15