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
$1.42B
AUM Growth
-$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
939
New
Increased
Reduced
Closed

Top Buys

1
+$8.3M
2
+$2.57M
3
+$1.97M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.83M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$1.33M

Top Sells

1
+$2.54M
2
+$1.91M
3
+$1.59M
4
IBB icon
iShares Biotechnology ETF
IBB
+$993K
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$983K

Sector Composition

1 Technology 23.34%
2 Healthcare 11.55%
3 Financials 9.31%
4 Consumer Discretionary 8.76%
5 Communication Services 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.53M 0.53%
79,829
+6,695
27
$7.52M 0.53%
206,171
-6,220
28
$7.49M 0.53%
129,540
-16,625
29
$7.46M 0.53%
108,798
+7,338
30
$7.39M 0.52%
28,720
-674
31
$7.11M 0.5%
585,360
-45,910
32
$7.1M 0.5%
64,362
+300
33
$6.58M 0.46%
82,925
+32,367
34
$6.46M 0.46%
147,633
-1,179
35
$6.23M 0.44%
64,417
+9,066
36
$6.19M 0.44%
205,018
+21,196
37
$6.16M 0.43%
26,892
+1,209
38
$5.99M 0.42%
21,049
-335
39
$5.83M 0.41%
17,754
+84
40
$5.82M 0.41%
25,201
+432
41
$5.79M 0.41%
66,354
+6,515
42
$5.79M 0.41%
103,403
+2,116
43
$5.74M 0.4%
102,407
+32,617
44
$5.71M 0.4%
132,087
+10,656
45
$5.68M 0.4%
142,013
+8,579
46
$5.66M 0.4%
39,370
+1,466
47
$5.48M 0.39%
232,730
+2,040
48
$5.34M 0.38%
28,188
-577
49
$5.06M 0.36%
71,114
+3,528
50
$4.85M 0.34%
171,920
+1,800
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