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
$1.85B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
977
New
Increased
Reduced
Closed

Top Buys

1
+$6.89M
2
+$2.28M
3
+$2.01M
4
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$1.46M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$1.44M

Top Sells

1
+$1.88M
2
+$1.59M
3
+$1.37M
4
ANET icon
Arista Networks
ANET
+$1.25M
5
TSLA icon
Tesla
TSLA
+$1.13M

Sector Composition

1 Technology 26.93%
2 Healthcare 10.72%
3 Financials 8.67%
4 Consumer Discretionary 8.21%
5 Communication Services 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$723K 0.04%
52,269
+2,825
427
$722K 0.04%
+9,555
428
$722K 0.04%
3,813
+1,084
429
$721K 0.04%
4,387
-574
430
$713K 0.04%
5,499
-240
431
$708K 0.04%
26,559
-3,669
432
$704K 0.04%
1,525
-4
433
$702K 0.04%
3,198
+57
434
$702K 0.04%
2,184
-41
435
$701K 0.04%
10,851
+7
436
$699K 0.04%
18,348
-955
437
$696K 0.04%
12,310
-5,141
438
$696K 0.04%
12,420
+454
439
$692K 0.04%
4,664
-73
440
$689K 0.04%
13,177
+177
441
$685K 0.04%
6,050
442
$685K 0.04%
21,789
+698
443
$684K 0.04%
7,752
-854
444
$682K 0.04%
26,953
-920
445
$679K 0.04%
23,083
-301
446
$677K 0.04%
4,738
-140
447
$676K 0.04%
21,563
-272
448
$673K 0.04%
5,758
+74
449
$671K 0.04%
3,955
-982
450
$668K 0.04%
10,100
16 17
18
19 20