LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.42B
AUM Growth
-$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
939
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$2.87M
3
+$2.2M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.03M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$1.4M

Top Sells

1
+$2.83M
2
+$2.13M
3
+$1.75M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.08M
5
IBB icon
iShares Biotechnology ETF
IBB
+$993K

Sector Composition

1 Technology 23.34%
2 Healthcare 11.55%
3 Financials 9.31%
4 Consumer Discretionary 8.76%
5 Industrials 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$489K 0.03%
8,850
502
$488K 0.03%
7,883
-441
503
$486K 0.03%
2,433
+87
504
$486K 0.03%
12,284
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505
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5,229
+2,431
506
$484K 0.03%
10,189
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507
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269,157
+76,216
508
$481K 0.03%
9,003
+3,423
509
$479K 0.03%
+5,970
510
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4,001
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511
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1,705
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512
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28,534
+5,632
513
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8,149
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514
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22,609
-379
515
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516
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3,467
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519
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520
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8,303
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521
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10,630
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522
$467K 0.03%
29,819
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523
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1,321
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524
$466K 0.03%
3,746
+46
525
$465K 0.03%
21,540
+6,688
19 20
21
22 23