LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
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
+$1.95M
2
+$1.55M
3
+$1.41M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.15M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.01M

Top Sells

1
+$16M
2
+$8.39M
3
+$5.03M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$4.24M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.48M

Sector Composition

1 Technology 27.29%
2 Healthcare 10.05%
3 Financials 9.57%
4 Consumer Discretionary 8.53%
5 Communication Services 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$339K 0.02%
+7,404
677
$338K 0.02%
11,018
+3,677
678
$337K 0.02%
2,172
-81
679
$337K 0.02%
4,735
+81
680
$336K 0.02%
9,635
-1,306
681
$336K 0.02%
579
-29
682
$335K 0.02%
1,476
+52
683
$335K 0.02%
4,767
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684
$334K 0.02%
+11,610
685
$332K 0.02%
14,451
-601
686
$331K 0.02%
525
+28
687
$330K 0.02%
1,203
-355
688
$329K 0.02%
3,671
-474
689
$328K 0.02%
3,030
+464
690
$328K 0.02%
29,524
+15,824
691
$326K 0.02%
18,079
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692
$325K 0.02%
4,056
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693
$325K 0.02%
6,428
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694
$324K 0.02%
23,508
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695
$324K 0.02%
1,921
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696
$322K 0.02%
227
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697
$322K 0.02%
1,083
-493
698
$319K 0.02%
2,103
-277
699
$319K 0.02%
9,594
700
$318K 0.02%
798
+11
26 27
28
29 30