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
$721M
AUM Growth
+$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
681
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$732K
3
+$579K
4
TYG
Tortoise Energy Infrastructure Corp
TYG
+$523K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$449K

Top Sells

1
+$4.93M
2
+$1.39M
3
+$904K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$795K
5
GE icon
GE Aerospace
GE
+$559K

Sector Composition

1 Financials 17.27%
2 Technology 16.63%
3 Healthcare 12%
4 Communication Services 7.98%
5 Consumer Discretionary 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$242K 0.03%
+2,105
527
$242K 0.03%
+2,605
528
$241K 0.03%
4,025
529
$239K 0.03%
7,652
530
$239K 0.03%
+2,311
531
$238K 0.03%
+5,420
532
$238K 0.03%
+3,531
533
$238K 0.03%
4,674
+45
534
$238K 0.03%
1,383
-59
535
$238K 0.03%
+5,616
536
$237K 0.03%
8,289
-149
537
$236K 0.03%
46,112
+655
538
$236K 0.03%
2,783
+706
539
$236K 0.03%
8,310
+222
540
$235K 0.03%
1,147
-6
541
$235K 0.03%
+3,679
542
$234K 0.03%
4,439
+164
543
$234K 0.03%
27,583
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544
$234K 0.03%
+1,709
545
$234K 0.03%
9,137
+362
546
$234K 0.03%
4,714
+639
547
$231K 0.03%
4,995
-65
548
$230K 0.03%
3,585
+64
549
$229K 0.03%
1,254
+10
550
$229K 0.03%
8,627
+480
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