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
26
$10.8M 0.56%
104,332
+230
27
$10.4M 0.54%
15,785
-8
28
$10.4M 0.54%
1,184,114
29
$10.2M 0.53%
23,971
+116
30
$9.75M 0.51%
16,335
-175
31
$9.5M 0.49%
85,120
+2,990
32
$8.78M 0.46%
116,855
33
$8.67M 0.45%
59,187
-1,091
34
$8.46M 0.44%
205,786
-13,552
35
$8.45M 0.44%
49,748
-2,126
36
$8.28M 0.43%
10,945
+576
37
$7.96M 0.41%
54,003
+2,048
38
$7.86M 0.41%
17,993
+2,186
39
$7.68M 0.4%
130,380
-56
40
$7.34M 0.38%
66,698
+4,074
41
$7.3M 0.38%
24,610
-712
42
$7.23M 0.38%
51,488
-6,480
43
$7.06M 0.37%
26,846
-143
44
$7.05M 0.37%
139,506
-1,707
45
$7.02M 0.37%
45,299
-2,274
46
$6.97M 0.36%
138,720
-916
47
$6.77M 0.35%
128,868
-639
48
$6.75M 0.35%
26,836
-260
49
$6.63M 0.35%
62,843
-815
50
$6.41M 0.33%
190,405
-6,088
1
2
3 4 5