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
476
$566K 0.03%
7,120
+2,153
477
$566K 0.03%
4,055
+183
478
$562K 0.03%
19,625
-675
479
$562K 0.03%
3,075
+77
480
$561K 0.03%
5,699
-407
481
$561K 0.03%
3,298
-318
482
$559K 0.03%
17,678
+4,000
483
$558K 0.03%
2,680
-30
484
$553K 0.03%
4,930
-75
485
$553K 0.03%
9,512
+1,705
486
$551K 0.03%
5,856
+262
487
$550K 0.03%
18,171
+8
488
$550K 0.03%
57,968
+4,649
489
$549K 0.03%
2,184
+85
490
$548K 0.03%
65,216
491
$547K 0.03%
29,947
-2,430
492
$547K 0.03%
5,292
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493
$545K 0.03%
2,571
+203
494
$544K 0.03%
8,850
495
$542K 0.03%
10,855
-163
496
$536K 0.03%
9,597
+81
497
$535K 0.03%
8,836
+76
498
$532K 0.03%
15,708
499
$532K 0.03%
1,380
+17
500
$532K 0.03%
18,276
-3,513
18 19
20
21 22