LNWWM
Laird Norton Wetherby Wealth Management Portfolio holdings
AUM
$2.25B
This Quarter Return
+13.46%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$802M
AUM Growth
+$94.8M
(+13%)
Cap. Flow
+$8.44M
Cap. Flow
% of AUM
1.05%
Top 10 Holdings %
Top 10 Hldgs %
19.45%
Holding
688
New
55
Increased
321
Reduced
256
Closed
28
Top Buys
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$1.19M |
| 2 |
FlexShares Global Upstream Natural Resources Index Fund
GUNR
|
$996K |
| 3 |
DocuSign
DOCU
|
$988K |
| 4 |
Welltower
WELL
|
$852K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$769K |
Top Sells
| 1 |
Arista Networks
ANET
|
$2.48M |
| 2 |
Palo Alto Networks
PANW
|
$2.39M |
| 3 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$1.52M |
| 4 |
iShares MSCI ACWI ex US ETF
ACWX
|
$1.12M |
| 5 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
$1.09M |
Sector Composition
| 1 | Technology | 17.42% |
| 2 | Financials | 15.18% |
| 3 | Healthcare | 11.87% |
| 4 | Communication Services | 8.15% |
| 5 | Consumer Discretionary | 7.5% |
