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
626
$328K 0.02%
3,937
+284
627
$328K 0.02%
148,432
+67,853
628
$326K 0.02%
5,395
-231
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$323K 0.02%
4,400
631
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8,518
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632
$322K 0.02%
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633
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31,780
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635
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636
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3,342
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637
$318K 0.02%
4,478
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638
$318K 0.02%
6,878
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639
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8,289
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640
$316K 0.02%
27,250
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11,447
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1,513
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645
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775
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646
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6,829
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647
$309K 0.02%
6,406
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648
$308K 0.02%
2,121
-23
649
$307K 0.02%
+1,387
650
$306K 0.02%
6,084
-678
24 25
26
27 28