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
501
$531K 0.03%
12,019
+5,660
502
$531K 0.03%
1
503
$530K 0.03%
8,918
+113
504
$530K 0.03%
7,350
-136
505
$529K 0.03%
+5,074
506
$529K 0.03%
6,493
-589
507
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13,841
-9,670
508
$528K 0.03%
5,730
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509
$526K 0.03%
10,623
-366
510
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3,186
-25
511
$521K 0.03%
3,910
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512
$520K 0.03%
47,874
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513
$517K 0.03%
5,490
+509
514
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26,509
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515
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12,551
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516
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517
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518
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48,232
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17,497
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520
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2,655
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521
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2,523
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522
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4,550
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523
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7,193
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524
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61,369
+2,059
525
$493K 0.03%
2,371
-356
19 20
21
22 23