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
401
$654K 0.05%
5,654
+100
402
$653K 0.05%
11,706
+225
403
$651K 0.05%
28,837
-4,259
404
$650K 0.05%
14,823
+2,625
405
$649K 0.05%
6,050
-80
406
$649K 0.05%
13,203
+1,006
407
$648K 0.05%
163,651
-31,000
408
$647K 0.05%
16,660
-8,980
409
$643K 0.05%
9,536
+1,613
410
$640K 0.05%
3,448
+548
411
$636K 0.04%
15,452
+1,187
412
$635K 0.04%
31,642
+28
413
$631K 0.04%
7,027
+1,271
414
$630K 0.04%
+5,513
415
$628K 0.04%
10,656
+334
416
$624K 0.04%
6,235
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417
$624K 0.04%
8,255
-673
418
$619K 0.04%
11,493
+1,685
419
$619K 0.04%
2,232
+538
420
$619K 0.04%
6,820
-325
421
$611K 0.04%
7,629
-1
422
$609K 0.04%
50,867
+4,845
423
$606K 0.04%
1,674
+568
424
$604K 0.04%
2,611
+195
425
$604K 0.04%
23,382
+1,497
15 16
17
18 19