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
701
$309K 0.02%
8,611
+78
702
$309K 0.02%
24,293
703
$307K 0.02%
1,129
+218
704
$306K 0.02%
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705
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4,022
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707
$301K 0.02%
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708
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804
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$301K 0.02%
11,135
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710
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711
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712
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713
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714
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715
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3,551
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716
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719
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1,553
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4,450
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721
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712
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6,834
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$290K 0.02%
5,656
+1,714
724
$290K 0.02%
+11,266
725
$290K 0.02%
3,939
-321
27 28
29
30 31