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
$1.42B
AUM Growth
-$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
939
New
Increased
Reduced
Closed

Top Buys

1
+$8.3M
2
+$2.57M
3
+$1.97M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.83M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$1.33M

Top Sells

1
+$2.54M
2
+$1.91M
3
+$1.59M
4
IBB icon
iShares Biotechnology ETF
IBB
+$993K
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$983K

Sector Composition

1 Technology 23.34%
2 Healthcare 11.55%
3 Financials 9.31%
4 Consumer Discretionary 8.76%
5 Communication Services 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.84M 0.34%
97,250
-574
52
$4.79M 0.34%
9,454
+116
53
$4.75M 0.33%
22,937
-397
54
$4.71M 0.33%
41,641
+2,294
55
$4.44M 0.31%
28,694
+3,923
56
$4.36M 0.31%
15,851
+550
57
$4.3M 0.3%
51,098
+737
58
$4.24M 0.3%
21,758
-1,087
59
$4.21M 0.3%
18,630
+652
60
$4.14M 0.29%
18,385
-223
61
$4.04M 0.28%
9,728
+762
62
$4.01M 0.28%
51,094
+6,050
63
$3.91M 0.28%
10,085
+701
64
$3.89M 0.27%
63,658
+3,267
65
$3.82M 0.27%
12,508
+1,327
66
$3.65M 0.26%
17,352
+423
67
$3.65M 0.26%
19,416
+464
68
$3.58M 0.25%
24,885
-1,219
69
$3.56M 0.25%
64,930
-458
70
$3.54M 0.25%
67,253
+37,464
71
$3.41M 0.24%
41,010
-2,425
72
$3.37M 0.24%
11,510
+726
73
$3.36M 0.24%
15,666
-658
74
$3.36M 0.24%
197,906
+22,504
75
$3.34M 0.24%
7,362
+80
1 2
3
4 5