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
$1.92B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
969
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.74M
3
+$1.53M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.15M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.08M

Top Sells

1
+$16.7M
2
+$8.7M
3
+$5.37M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$4.54M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.68M

Sector Composition

1 Technology 27.3%
2 Healthcare 10.05%
3 Financials 9.56%
4 Consumer Discretionary 8.53%
5 Communication Services 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$581K 0.03%
12,068
+1,284
502
$580K 0.03%
16,677
-2,260
503
$578K 0.03%
5,490
504
$578K 0.03%
14,497
-3,181
505
$575K 0.03%
16,028
-5,320
506
$574K 0.03%
29,638
+2,011
507
$571K 0.03%
15,708
508
$568K 0.03%
31,982
-97
509
$567K 0.03%
73,110
+863
510
$565K 0.03%
5,205
-494
511
$562K 0.03%
61,745
+376
512
$562K 0.03%
6,584
+39
513
$559K 0.03%
4,779
+229
514
$555K 0.03%
6,202
+94
515
$554K 0.03%
231,775
+38,257
516
$553K 0.03%
63,000
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517
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6,109
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518
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7,287
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519
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17,313
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520
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17,213
-1,063
521
$543K 0.03%
1
522
$536K 0.03%
10,100
523
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67,594
-13,182
524
$529K 0.03%
9,648
+2,509
525
$528K 0.03%
29,191
+264
19 20
21
22 23