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
601
$351K 0.02%
3,673
-213
602
$350K 0.02%
5,492
-193
603
$348K 0.02%
224,276
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$348K 0.02%
85,765
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$348K 0.02%
20,000
-10,000
606
$345K 0.02%
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$342K 0.02%
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608
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610
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$340K 0.02%
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612
$339K 0.02%
45,821
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613
$339K 0.02%
37,923
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614
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615
$338K 0.02%
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620
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3,351
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4,217
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622
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12,009
623
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6,879
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624
$329K 0.02%
9,620
-5,352
625
$329K 0.02%
4,546
+5
23 24
25
26 27