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
351
$1.02M 0.05%
20,740
-657
352
$1.01M 0.05%
63,977
-2,260
353
$1.01M 0.05%
31,200
+662
354
$1M 0.05%
5,235
+58
355
$1,000K 0.05%
11,341
-700
356
$989K 0.05%
10,162
-848
357
$968K 0.05%
88,492
+3,914
358
$968K 0.05%
10,735
+50
359
$963K 0.05%
2,556
+88
360
$963K 0.05%
6,211
+1,508
361
$960K 0.05%
16,506
+4,051
362
$956K 0.05%
13,236
-2,249
363
$955K 0.05%
13,062
-1,405
364
$954K 0.05%
1,686
-69
365
$951K 0.05%
12,368
-247
366
$947K 0.05%
11,666
+500
367
$943K 0.05%
3,718
+94
368
$943K 0.05%
25,199
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369
$921K 0.05%
13,113
-1,337
370
$913K 0.05%
753
-40
371
$895K 0.05%
20,764
-337
372
$895K 0.05%
6,200
+217
373
$887K 0.05%
14,852
+1,908
374
$886K 0.05%
13,404
-701
375
$885K 0.05%
23,967
+6,470
13 14
15
16 17