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
551
$454K 0.03%
3,469
552
$452K 0.03%
1,314
+8
553
$450K 0.03%
12,653
+1,972
554
$449K 0.03%
2,270
+44
555
$449K 0.03%
+9,343
556
$449K 0.03%
4,130
-18
557
$448K 0.03%
9,682
-34
558
$448K 0.03%
11,717
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559
$448K 0.03%
151,211
+8,122
560
$441K 0.03%
52,990
+3,359
561
$441K 0.03%
3,907
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562
$440K 0.03%
3,401
-368
563
$440K 0.03%
2,459
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564
$440K 0.02%
1,271
-26
565
$434K 0.02%
4,100
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566
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10,655
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567
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12,255
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10,012
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570
$429K 0.02%
47,110
-953
571
$428K 0.02%
12,027
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572
$425K 0.02%
6,085
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573
$422K 0.02%
4,876
-882
574
$421K 0.02%
3,930
-12
575
$421K 0.02%
28,927
-1,491
21 22
23
24 25