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
351
$939K 0.05%
16,001
+8,190
352
$931K 0.05%
34,639
-581
353
$931K 0.05%
21,613
-2,643
354
$929K 0.05%
17,170
+5,715
355
$925K 0.05%
12,702
-158
356
$916K 0.05%
16,329
+2,581
357
$914K 0.05%
7,603
-1,206
358
$908K 0.05%
116,596
+48
359
$908K 0.05%
12,014
+412
360
$901K 0.05%
12,616
-108
361
$900K 0.05%
7,906
+1,890
362
$898K 0.05%
11,077
+103
363
$895K 0.05%
7,823
-1,114
364
$891K 0.05%
4,553
-229
365
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58,319
+4,188
366
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367
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64,880
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368
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9,046
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369
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10,803
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370
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20,168
-6,976
371
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12,434
-908
372
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46,645
-1,860
373
$848K 0.05%
11,101
-720
374
$842K 0.05%
23,995
+3,894
375
$839K 0.05%
242,530
+50,888
13 14
15
16 17