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
301
$1.27M 0.07%
13,592
+153
302
$1.26M 0.07%
9,394
+768
303
$1.24M 0.06%
86,783
-14,235
304
$1.24M 0.06%
7,531
+251
305
$1.23M 0.06%
18,948
-235
306
$1.23M 0.06%
13,427
-1,607
307
$1.22M 0.06%
10,937
+101
308
$1.21M 0.06%
2,224
-1
309
$1.21M 0.06%
8,087
-104
310
$1.21M 0.06%
5,303
-474
311
$1.21M 0.06%
7,308
+80
312
$1.2M 0.06%
12,277
-51
313
$1.19M 0.06%
207,450
+527
314
$1.19M 0.06%
56,423
-12,931
315
$1.18M 0.06%
9,887
-717
316
$1.18M 0.06%
27,058
-3,276
317
$1.18M 0.06%
3,351
+9
318
$1.17M 0.06%
33,183
-683
319
$1.17M 0.06%
3,016
-139
320
$1.17M 0.06%
8,431
+813
321
$1.17M 0.06%
14,457
+4,551
322
$1.15M 0.06%
62,292
+47,870
323
$1.15M 0.06%
+22,843
324
$1.13M 0.06%
19,460
+2,868
325
$1.13M 0.06%
19,673
-119
11 12
13
14 15