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
376
$839K 0.05%
24,070
-42
377
$835K 0.05%
19,342
+1,853
378
$832K 0.04%
3,589
-109
379
$831K 0.04%
13,467
+1,134
380
$831K 0.04%
4,232
-1,573
381
$826K 0.04%
1,855
-1
382
$825K 0.04%
13,367
383
$821K 0.04%
14,331
-2,318
384
$819K 0.04%
19,915
+51
385
$819K 0.04%
24,826
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386
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1,724
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387
$806K 0.04%
7,073
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388
$805K 0.04%
24,683
+2,464
389
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47,930
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390
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11,394
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392
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393
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28,406
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4,872
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396
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9,718
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397
$786K 0.04%
17,250
-3,031
398
$783K 0.04%
20,300
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399
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8,971
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400
$781K 0.04%
5,743
+171
14 15
16
17 18