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
$1.76B
AUM Growth
-$92.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
964
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$1.09M
3
+$808K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$713K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$692K

Top Sells

1
+$1.36M
2
+$1.27M
3
+$1.11M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$939K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$868K

Sector Composition

1 Technology 26.41%
2 Healthcare 10.62%
3 Financials 9.01%
4 Consumer Discretionary 8.21%
5 Communication Services 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$826K 0.05%
17,362
-986
377
$823K 0.05%
5,694
+1,462
378
$820K 0.05%
7,594
-32
379
$817K 0.05%
3,699
+269
380
$815K 0.05%
25,957
+9,213
381
$809K 0.05%
11,896
-806
382
$809K 0.05%
4,644
+91
383
$807K 0.05%
21,348
+2,673
384
$806K 0.05%
8,721
-325
385
$805K 0.05%
23,891
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386
$802K 0.05%
1,803
-52
387
$798K 0.05%
10,752
-325
388
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53,137
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389
$795K 0.05%
8,642
+1,569
390
$793K 0.05%
11,446
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391
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19,299
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392
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23,673
+1,382
393
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16,660
394
$772K 0.04%
24,418
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395
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13,067
+1,053
396
$766K 0.04%
12,442
+22
397
$763K 0.04%
26,179
-6,618
398
$758K 0.04%
4,846
-26
399
$751K 0.04%
11,086
-2
400
$750K 0.04%
1,808
14 15
16
17 18