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
451
$617K 0.04%
1,503
-22
452
$616K 0.03%
3,682
-705
453
$614K 0.03%
2,367
+183
454
$609K 0.03%
57,765
+3,474
455
$605K 0.03%
12,455
-2,877
456
$604K 0.03%
17,116
+1,177
457
$602K 0.03%
5,004
-495
458
$602K 0.03%
17,227
+822
459
$601K 0.03%
10,383
-2,984
460
$598K 0.03%
7,903
-1,068
461
$596K 0.03%
6,415
-27
462
$596K 0.03%
4,591
-73
463
$592K 0.03%
11,487
-368
464
$589K 0.03%
157,453
+20,761
465
$588K 0.03%
+14,999
466
$587K 0.03%
6,494
+972
467
$582K 0.03%
10,987
+223
468
$581K 0.03%
18,937
+1,975
469
$579K 0.03%
41,836
+346
470
$579K 0.03%
168,663
+9,436
471
$577K 0.03%
12,940
-237
472
$576K 0.03%
10,066
+3,281
473
$573K 0.03%
13,600
-1,835
474
$568K 0.03%
17,807
+567
475
$568K 0.03%
5,335
+43
17 18
19
20 21