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
$1.85B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
977
New
Increased
Reduced
Closed

Top Buys

1
+$6.89M
2
+$2.28M
3
+$2.01M
4
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$1.46M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$1.44M

Top Sells

1
+$1.88M
2
+$1.59M
3
+$1.37M
4
ANET icon
Arista Networks
ANET
+$1.25M
5
TSLA icon
Tesla
TSLA
+$1.13M

Sector Composition

1 Technology 26.93%
2 Healthcare 10.72%
3 Financials 8.67%
4 Consumer Discretionary 8.21%
5 Communication Services 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$359K 0.02%
6,562
+1,343
652
$359K 0.02%
3,487
-32
653
$355K 0.02%
1,789
-197
654
$354K 0.02%
1,708
-95
655
$353K 0.02%
14,595
-141
656
$351K 0.02%
1,693
-65
657
$350K 0.02%
7,371
+1,580
658
$350K 0.02%
5,595
-36
659
$350K 0.02%
6,694
-128
660
$349K 0.02%
5,067
+78
661
$346K 0.02%
9,722
662
$346K 0.02%
+6,899
663
$345K 0.02%
1,678
664
$344K 0.02%
7,544
-790
665
$344K 0.02%
8,823
+447
666
$343K 0.02%
2,000
667
$343K 0.02%
5,126
-318
668
$342K 0.02%
8,277
669
$341K 0.02%
19,018
-5,982
670
$337K 0.02%
6,932
+624
671
$337K 0.02%
1,170
+37
672
$336K 0.02%
+18,834
673
$335K 0.02%
54,780
-3,262
674
$334K 0.02%
1,421
-22
675
$333K 0.02%
+6,816
25 26
27
28 29