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
476
$591K 0.03%
75,175
+6,166
477
$590K 0.03%
14,950
478
$587K 0.03%
2,727
+435
479
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6,449
-1,496
480
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15,708
481
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+18,163
482
$574K 0.03%
16,405
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483
$572K 0.03%
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484
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5,912
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485
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486
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6,815
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487
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489
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136,692
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490
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493
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24,626
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495
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10,879
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8,850
497
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5,105
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2,489
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$561K 0.03%
4,780
-20
500
$556K 0.03%
10,764
+136
18 19
20
21 22