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
326
$1.03M 0.06%
8,129
+306
327
$1.01M 0.06%
8,123
+10
328
$1,000K 0.06%
20,130
329
$996K 0.06%
6,076
330
$996K 0.06%
10,604
-343
331
$993K 0.06%
206,923
+8,963
332
$987K 0.06%
10,803
333
$985K 0.06%
24,325
-501
334
$972K 0.06%
5,403
-109
335
$963K 0.05%
29,788
+1,382
336
$959K 0.05%
3,354
-1,386
337
$956K 0.05%
14,467
-46
338
$951K 0.05%
17,958
+233
339
$943K 0.05%
231,712
-3,546
340
$941K 0.05%
12,615
-1
341
$933K 0.05%
20,292
+950
342
$927K 0.05%
50,117
+334
343
$924K 0.05%
9,907
-530
344
$922K 0.05%
21,397
-1,303
345
$921K 0.05%
9,491
-407
346
$920K 0.05%
50,107
+3,488
347
$917K 0.05%
14,450
+983
348
$914K 0.05%
12,041
+940
349
$900K 0.05%
1,755
+31
350
$900K 0.05%
34,311
-328
12 13
14
15 16