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
26
$9.65M 0.52%
31,287
+2,250
27
$9.3M 0.5%
23,656
+556
28
$9.23M 0.5%
26,831
-1,450
29
$9.18M 0.49%
60,512
-2,115
30
$9.18M 0.49%
85,987
+101
31
$9.13M 0.49%
129,540
32
$8.92M 0.48%
219,330
+863
33
$8.61M 0.46%
15,990
-63
34
$8.28M 0.45%
102,278
+832
35
$8.11M 0.44%
57,896
-1,116
36
$8.07M 0.43%
74,059
+18,437
37
$8.03M 0.43%
16,421
+373
38
$7.73M 0.42%
10,660
+337
39
$7.65M 0.41%
78,541
40
$7.63M 0.41%
64,104
-1,742
41
$7.6M 0.41%
25,464
+144
42
$7.29M 0.39%
67,975
-2,291
43
$7.29M 0.39%
140,838
-2,906
44
$7.18M 0.39%
17,630
-133
45
$7M 0.38%
80,720
+3,250
46
$6.88M 0.37%
131,361
-4,626
47
$6.69M 0.36%
49,648
-4,041
48
$6.55M 0.35%
1,184,114
49
$6.45M 0.35%
107,135
-5,751
50
$6.2M 0.33%
39,429
-1,732
1
2
3 4 5