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
376
$884K 0.05%
24,441
+116
377
$880K 0.05%
26,224
+2,154
378
$878K 0.05%
25,258
+840
379
$876K 0.05%
9,025
-6,508
380
$876K 0.05%
13,886
-1,912
381
$875K 0.05%
1,808
382
$874K 0.05%
46,800
-725
383
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13,468
+443
384
$869K 0.05%
10,784
-19
385
$866K 0.05%
11,472
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386
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11,351
-95
387
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7,507
-1,135
388
$863K 0.05%
16,660
389
$863K 0.04%
221,249
-10,463
390
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11,068
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391
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8,602
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392
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53,185
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393
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11,339
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14,456
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395
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4,150
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396
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5,576
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397
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49,378
+652
398
$821K 0.04%
23,579
-312
399
$814K 0.04%
8,230
+1,110
400
$812K 0.04%
231,983
+6,573
14 15
16
17 18