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
$1.42B
AUM Growth
-$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
939
New
Increased
Reduced
Closed

Top Buys

1
+$8.3M
2
+$2.57M
3
+$1.97M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.83M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$1.33M

Top Sells

1
+$2.54M
2
+$1.91M
3
+$1.59M
4
IBB icon
iShares Biotechnology ETF
IBB
+$993K
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$983K

Sector Composition

1 Technology 23.34%
2 Healthcare 11.55%
3 Financials 9.31%
4 Consumer Discretionary 8.76%
5 Communication Services 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$465K 0.03%
41,337
+910
527
$465K 0.03%
14,400
-568
528
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5,366
+2,772
529
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11,317
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530
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+7,772
531
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4,031
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532
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3,126
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533
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9,436
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534
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535
$444K 0.03%
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536
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10,054
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537
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14,021
-4,275
538
$440K 0.03%
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539
$439K 0.03%
2,426
-34
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132,094
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545
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3,467
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4,920
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547
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6,744
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548
$419K 0.03%
83,989
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549
$419K 0.03%
4,349
+180
550
$419K 0.03%
2,699
+76
20 21
22
23 24