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
51
$6M 0.34%
130,436
+2,836
52
$5.9M 0.33%
105,363
-1,772
53
$5.5M 0.31%
22,430
54
$5.47M 0.31%
26,989
-1,884
55
$5.45M 0.31%
30,304
+310
56
$5.41M 0.31%
23,040
+13,367
57
$5.38M 0.31%
196,493
-11,586
58
$5.34M 0.3%
51,955
+1,183
59
$5.2M 0.3%
10,187
+63
60
$5.18M 0.29%
50,820
+1,850
61
$5.02M 0.28%
113,143
-1,508
62
$4.99M 0.28%
9,863
-17
63
$4.96M 0.28%
139,636
+8,511
64
$4.91M 0.28%
70,985
-5,857
65
$4.84M 0.27%
71,426
-1,460
66
$4.82M 0.27%
17,923
+472
67
$4.8M 0.27%
52,560
-451
68
$4.76M 0.27%
143,437
-12,125
69
$4.67M 0.26%
12,769
+100
70
$4.57M 0.26%
22,420
-39
71
$4.42M 0.25%
39,815
+724
72
$4.34M 0.25%
67,479
73
$4.24M 0.24%
17,642
+203
74
$4.21M 0.24%
11,296
+28
75
$4.19M 0.24%
20,167
-3
1 2
3
4 5