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
626
$360K 0.02%
2,875
-124
627
$360K 0.02%
9,130
-605
628
$352K 0.02%
15,831
+2,908
629
$351K 0.02%
22,233
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630
$350K 0.02%
16,940
+740
631
$349K 0.02%
4,669
-255
632
$348K 0.02%
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-2,019
633
$347K 0.02%
1,770
-139
634
$346K 0.02%
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-209
635
$344K 0.02%
1,449
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636
$344K 0.02%
3,269
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637
$344K 0.02%
19,018
638
$343K 0.02%
8,042
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639
$342K 0.02%
14,863
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640
$341K 0.02%
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641
$341K 0.02%
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6,154
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643
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644
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12,384
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645
$339K 0.02%
9,149
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646
$338K 0.02%
3,407
-1,698
647
$337K 0.02%
13,479
-141
648
$335K 0.02%
6,680
649
$335K 0.02%
13,800
+704
650
$335K 0.02%
4,835
-291
24 25
26
27 28