LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
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
+$8.6M
2
+$2.87M
3
+$2.2M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.03M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$1.4M

Top Sells

1
+$2.83M
2
+$2.13M
3
+$1.75M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.08M
5
IBB icon
iShares Biotechnology ETF
IBB
+$993K

Sector Composition

1 Technology 23.34%
2 Healthcare 11.55%
3 Financials 9.31%
4 Consumer Discretionary 8.76%
5 Industrials 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$601K 0.04%
14,101
-1,604
427
$600K 0.04%
1,952
+242
428
$600K 0.04%
5,509
+1,716
429
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430
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431
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432
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433
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434
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435
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5,366
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436
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5,487
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437
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4,863
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438
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34,626
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439
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12,577
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248,592
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444
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115,099
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445
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23,281
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446
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20,336
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447
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19,112
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448
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14,077
-1,342
449
$567K 0.04%
22,408
+3,794
450
$566K 0.04%
15,106
-306
16 17
18
19 20