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
576
$419K 0.02%
7,910
+414
577
$418K 0.02%
+11,705
578
$418K 0.02%
11,544
-530
579
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2,495
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$417K 0.02%
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581
$416K 0.02%
10,784
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582
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17,910
583
$414K 0.02%
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584
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9,046
585
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193,518
-31,576
586
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6,481
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587
$412K 0.02%
8,900
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588
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1,735
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589
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4,145
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590
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591
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12,670
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2,990
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29,239
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$399K 0.02%
1,622
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$395K 0.02%
2,324
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599
$395K 0.02%
1,327
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600
$395K 0.02%
11,471
-2,538
22 23
24
25 26