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
$1.76B
AUM Growth
-$92.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
964
New
Increased
Reduced
Closed

Top Buys

1
+$3.14M
2
+$1.09M
3
+$808K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$713K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$692K

Top Sells

1
+$1.36M
2
+$1.27M
3
+$1.11M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$939K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$868K

Sector Composition

1 Technology 26.41%
2 Healthcare 10.62%
3 Financials 9.01%
4 Consumer Discretionary 8.21%
5 Communication Services 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$281K 0.02%
20,776
702
$281K 0.02%
3,061
-32
703
$281K 0.02%
1,099
-104
704
$280K 0.02%
787
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705
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3,621
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706
$277K 0.02%
1,922
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$277K 0.02%
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-862
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710
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5,164
-274
711
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10,000
712
$273K 0.02%
19,441
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713
$273K 0.02%
2,617
714
$270K 0.02%
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715
$269K 0.02%
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716
$269K 0.02%
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21,403
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$266K 0.02%
5,282
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7,596
-7,326
720
$264K 0.02%
27,770
721
$264K 0.02%
2,772
722
$264K 0.02%
1,399
+20
723
$264K 0.02%
98,753
724
$263K 0.01%
+1,833
725
$263K 0.01%
5,678
-1,254
27 28
29
30 31