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
426
$699K 0.04%
56,298
-2,021
427
$698K 0.04%
11,025
+41
428
$691K 0.04%
15,781
+3,450
429
$690K 0.04%
6,442
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430
$690K 0.04%
2,685
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431
$675K 0.04%
9,906
-2,835
432
$667K 0.04%
8,143
+34
433
$663K 0.04%
20,986
+9,028
434
$661K 0.04%
3,849
+36
435
$654K 0.04%
24,460
-166
436
$651K 0.04%
7,615
+1,166
437
$651K 0.04%
5,416
+184
438
$651K 0.04%
6,050
439
$651K 0.04%
9,451
+1,377
440
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441
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9,143
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442
$649K 0.04%
18,870
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443
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4,828
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444
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34,488
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445
$643K 0.04%
7,987
+235
446
$642K 0.04%
225,410
-17,120
447
$629K 0.04%
80,776
+5,601
448
$626K 0.04%
51,734
-1,177
449
$624K 0.04%
20,465
-188
450
$619K 0.04%
+2,762
16 17
18
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