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
501
$556K 0.03%
16,744
-7,087
502
$555K 0.03%
18,917
-1,360
503
$554K 0.03%
7,807
-4,266
504
$553K 0.03%
6,217
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505
$550K 0.03%
1,858
-37
506
$548K 0.03%
5,594
+719
507
$545K 0.03%
8,074
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508
$544K 0.03%
5,853
-385
509
$544K 0.03%
13,091
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510
$543K 0.03%
14,922
+7,678
511
$536K 0.03%
9,516
+195
512
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263,806
-21,162
513
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1,297
-2
514
$533K 0.03%
2,357
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515
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65,216
516
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517
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518
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2,883
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520
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521
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48,534
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522
$521K 0.03%
2,317
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523
$518K 0.03%
1
524
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2,099
+38
525
$516K 0.03%
1,363
+107
19 20
21
22 23