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
$1.92B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
969
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.74M
3
+$1.53M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.15M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.08M

Top Sells

1
+$16.7M
2
+$8.7M
3
+$5.37M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$4.54M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.68M

Sector Composition

1 Technology 27.3%
2 Healthcare 10.05%
3 Financials 9.56%
4 Consumer Discretionary 8.53%
5 Communication Services 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$460K 0.02%
17,910
577
$455K 0.02%
52,355
-5,613
578
$455K 0.02%
17,421
+1,590
579
$454K 0.02%
5,190
-229
580
$453K 0.02%
253,603
-10,443
581
$452K 0.02%
41,813
-23
582
$450K 0.02%
36,799
+178
583
$446K 0.02%
5,321
-1,173
584
$446K 0.02%
12,670
585
$445K 0.02%
11,242
-463
586
$444K 0.02%
8,597
+799
587
$437K 0.02%
22,705
+8,551
588
$437K 0.02%
5,651
+44
589
$436K 0.02%
15,873
+2,769
590
$434K 0.02%
11,735
+751
591
$432K 0.02%
10,304
592
$431K 0.02%
35,421
-16,313
593
$431K 0.02%
12,082
+55
594
$430K 0.02%
7,276
-44
595
$428K 0.02%
2,960
-30
596
$427K 0.02%
9,451
-302
597
$427K 0.02%
11,552
-165
598
$426K 0.02%
1,447
-175
599
$425K 0.02%
11,650
-3,349
600
$425K 0.02%
3,942
-734
22 23
24
25 26