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
626
$398K 0.02%
6,507
+26
627
$398K 0.02%
5,860
628
$398K 0.02%
34,777
-571
629
$396K 0.02%
5,155
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630
$394K 0.02%
5,096
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631
$394K 0.02%
21,096
-1,137
632
$394K 0.02%
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633
$389K 0.02%
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634
$388K 0.02%
59,291
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635
$387K 0.02%
13,227
-12,730
636
$385K 0.02%
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637
$383K 0.02%
5,713
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638
$382K 0.02%
9,793
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639
$382K 0.02%
9,775
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640
$380K 0.02%
8,028
641
$378K 0.02%
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642
$378K 0.02%
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643
$376K 0.02%
788
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644
$372K 0.02%
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645
$371K 0.02%
9,608
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646
$371K 0.02%
15,819
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647
$371K 0.02%
2,758
+271
648
$371K 0.02%
+2,131
649
$369K 0.02%
12,832
650
$368K 0.02%
1,678
24 25
26
27 28