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
326
$1.12M 0.06%
12,860
-38
327
$1.12M 0.06%
38,625
+12,446
328
$1.11M 0.06%
9,060
-180
329
$1.1M 0.06%
50,653
+536
330
$1.1M 0.06%
5,337
-66
331
$1.08M 0.06%
3,554
+252
332
$1.08M 0.06%
21,916
-263
333
$1.07M 0.06%
8,878
+749
334
$1.07M 0.06%
113,724
-2,913
335
$1.06M 0.06%
1,917
-44
336
$1.06M 0.06%
10,533
+172
337
$1.06M 0.06%
8,108
-15
338
$1.05M 0.05%
32,086
+2,298
339
$1.05M 0.05%
7,367
-227
340
$1.05M 0.05%
12,666
+224
341
$1.05M 0.05%
4,039
+340
342
$1.05M 0.05%
1,823
+20
343
$1.04M 0.05%
8,582
-1,595
344
$1.04M 0.05%
11,414
-38
345
$1.04M 0.05%
5,406
-670
346
$1.03M 0.05%
3,323
-31
347
$1.03M 0.05%
17,885
-73
348
$1.03M 0.05%
13,996
-127
349
$1.02M 0.05%
9,873
-1,734
350
$1.02M 0.05%
23,657
-16
12 13
14
15 16