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
401
$748K 0.04%
7,044
+152
402
$745K 0.04%
22,147
+729
403
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13,089
+1,256
404
$742K 0.04%
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-176
405
$742K 0.04%
20,074
-9,635
406
$739K 0.04%
7,499
+117
407
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4,703
-240
408
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3,624
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409
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5,103
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410
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84,578
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411
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9,381
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412
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3,170
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413
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414
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13,025
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415
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416
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417
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24,070
418
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10,199
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419
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10,100
420
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9,240
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421
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18,561
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422
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13,755
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423
$703K 0.04%
6,129
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424
$701K 0.04%
1,426
+153
425
$701K 0.04%
10,821
-30
15 16
17
18 19