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
$1.42B
AUM Growth
-$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
939
New
Increased
Reduced
Closed

Top Buys

1
+$8.3M
2
+$2.57M
3
+$1.97M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.83M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$1.33M

Top Sells

1
+$2.54M
2
+$1.91M
3
+$1.59M
4
IBB icon
iShares Biotechnology ETF
IBB
+$993K
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$983K

Sector Composition

1 Technology 23.34%
2 Healthcare 11.55%
3 Financials 9.31%
4 Consumer Discretionary 8.76%
5 Communication Services 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$766K 0.05%
236,480
+21,551
352
$756K 0.05%
12,220
-349
353
$749K 0.05%
10,397
+1,371
354
$748K 0.05%
11,374
+466
355
$748K 0.05%
50,000
356
$747K 0.05%
10,455
+259
357
$746K 0.05%
8,344
+251
358
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4,987
-131
359
$732K 0.05%
6,879
+474
360
$731K 0.05%
3,348
+562
361
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2,761
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362
$727K 0.05%
25,202
+1,922
363
$724K 0.05%
31,448
-1,936
364
$724K 0.05%
7,033
+746
365
$723K 0.05%
8,366
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366
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6,076
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367
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5,297
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368
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10,020
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369
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24,374
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370
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11,583
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371
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7,113
+1,056
372
$703K 0.05%
159,702
+106,702
373
$702K 0.05%
62,676
+10,010
374
$702K 0.05%
4,132
+2,191
375
$701K 0.05%
11,060
+975
13 14
15
16 17