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
51
$6.1M 0.33%
28,873
+458
52
$5.97M 0.32%
208,079
+11,801
53
$5.78M 0.31%
50,772
+3,966
54
$5.71M 0.31%
22,430
+6
55
$5.71M 0.31%
155,562
+9,084
56
$5.6M 0.3%
76,842
+20,044
57
$5.55M 0.3%
26,085
+3,643
58
$5.25M 0.28%
53,011
+1,072
59
$5.23M 0.28%
63,445
+1,618
60
$5.22M 0.28%
72,886
+3,518
61
$5.17M 0.28%
127,600
-30,800
62
$5.15M 0.28%
9,880
+88
63
$5.08M 0.27%
12,669
+908
64
$4.94M 0.27%
48,970
+4,062
65
$4.89M 0.26%
27,141
-778
66
$4.82M 0.26%
29,994
+1,509
67
$4.76M 0.26%
114,651
+368
68
$4.65M 0.25%
39,091
-1,193
69
$4.64M 0.25%
10,124
+231
70
$4.6M 0.25%
22,459
+716
71
$4.55M 0.25%
67,479
-3
72
$4.55M 0.25%
20,170
+148
73
$4.38M 0.24%
131,125
+3,946
74
$4.34M 0.23%
67,906
-1,725
75
$4.33M 0.23%
39,207
-1,879
1 2
3
4 5