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
376
$699K 0.05%
163,875
+19,533
377
$698K 0.05%
+4,870
378
$697K 0.05%
8,954
-15
379
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+147
380
$694K 0.05%
8,900
+1,389
381
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12,022
-646
382
$690K 0.05%
24,085
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383
$686K 0.05%
13,372
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384
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2,787
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385
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42,347
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386
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3,629
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387
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34,396
-1,855
388
$676K 0.05%
54,776
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389
$674K 0.05%
51,172
+1,364
390
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17,630
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391
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28,702
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393
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394
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395
$663K 0.05%
8,254
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396
$663K 0.05%
22,843
-21
397
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4,878
-362
398
$660K 0.05%
6,350
+655
399
$658K 0.05%
80,091
+30,184
400
$656K 0.05%
178,290
+21,726
14 15
16
17 18