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
576
$378K 0.03%
8,368
-837
577
$378K 0.03%
12,263
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578
$377K 0.03%
11,270
579
$375K 0.03%
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580
$375K 0.03%
6,809
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581
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23,236
-2,509
582
$372K 0.03%
15,475
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583
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+1,478
584
$368K 0.03%
16,867
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585
$367K 0.03%
5,739
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586
$367K 0.03%
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587
$366K 0.03%
7,283
-1,592
588
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15,229
+4,530
589
$361K 0.03%
17,065
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590
$360K 0.03%
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18,664
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594
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3,706
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595
$356K 0.03%
12,815
596
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17,807
+5,269
597
$353K 0.02%
9,046
-3,388
598
$353K 0.02%
15,770
-70,840
599
$352K 0.02%
2,761
+99
600
$351K 0.02%
20,060
+8,712
22 23
24
25 26