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
26
$9.44M 0.54%
23,855
+199
27
$8.92M 0.51%
15,793
-197
28
$8.81M 0.5%
85,945
-42
29
$8.79M 0.5%
60,278
-234
30
$8.79M 0.5%
51,874
-1,444
31
$8.78M 0.5%
232,520
-3,270
32
$8.6M 0.49%
219,338
+8
33
$8.42M 0.48%
16,510
+89
34
$8M 0.45%
116,855
-12,685
35
$7.7M 0.44%
65,501
-2,474
36
$7.59M 0.43%
141,213
+375
37
$7.38M 0.42%
78,541
38
$7.16M 0.41%
57,968
+72
39
$7.09M 0.4%
47,573
-2,075
40
$6.9M 0.39%
129,507
-1,854
41
$6.82M 0.39%
82,130
+1,410
42
$6.81M 0.39%
1,184,114
43
$6.74M 0.38%
63,658
-446
44
$6.67M 0.38%
39,577
+148
45
$6.67M 0.38%
25,322
-142
46
$6.55M 0.37%
27,096
+265
47
$6.25M 0.35%
28,438
+2,353
48
$6.21M 0.35%
15,807
-1,823
49
$6.1M 0.35%
10,369
-291
50
$6.07M 0.34%
62,624
-11,435
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