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
$1.92B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
969
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.74M
3
+$1.53M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.15M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.08M

Top Sells

1
+$16.7M
2
+$8.7M
3
+$5.37M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$4.54M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.68M

Sector Composition

1 Technology 27.3%
2 Healthcare 10.05%
3 Financials 9.56%
4 Consumer Discretionary 8.53%
5 Communication Services 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$669K 0.03%
3,307
+232
452
$661K 0.03%
11,193
+206
453
$653K 0.03%
5,515
+180
454
$649K 0.03%
2,508
-177
455
$644K 0.03%
5,730
+854
456
$643K 0.03%
3,739
+1,523
457
$642K 0.03%
452
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458
$641K 0.03%
3,424
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459
$637K 0.03%
4,483
+185
460
$636K 0.03%
+12,044
461
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+23,300
462
$629K 0.03%
5,171
+241
463
$629K 0.03%
46,411
+2,527
464
$627K 0.03%
69,572
+7,788
465
$626K 0.03%
31,690
+14,355
466
$625K 0.03%
17,366
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467
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2,880
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468
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25,766
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469
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11,337
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470
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4,556
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471
$616K 0.03%
3,532
-150
472
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3,191
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473
$616K 0.03%
8,797
-121
474
$614K 0.03%
31,290
+9,887
475
$614K 0.03%
27,791
-2,156
17 18
19
20 21