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
326
$1.06M 0.06%
6,076
-1,691
327
$1.05M 0.06%
803
-84
328
$1.05M 0.06%
33,116
+7,596
329
$1.04M 0.06%
2,171
+23
330
$1.04M 0.06%
22,700
-480
331
$1.03M 0.06%
5,612
-445
332
$1.02M 0.05%
17,725
-797
333
$1.02M 0.05%
19,839
+1,477
334
$1.01M 0.05%
+12,741
335
$1.01M 0.05%
3,769
+708
336
$1.01M 0.05%
11,217
-1,302
337
$1M 0.05%
197,960
+10,608
338
$1M 0.05%
3,438
+403
339
$1M 0.05%
49,783
-625
340
$999K 0.05%
23,118
-3,390
341
$998K 0.05%
11,933
-146
342
$998K 0.05%
13,112
-347
343
$996K 0.05%
1,984
-58
344
$991K 0.05%
2,882
+414
345
$986K 0.05%
8,103
-151
346
$968K 0.05%
10,261
-1,267
347
$961K 0.05%
32,580
-50
348
$956K 0.05%
54,510
-2,923
349
$955K 0.05%
10,657
-118
350
$948K 0.05%
235,258
+46,394
12 13
14
15 16