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
$1.92B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
969
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.74M
3
+$1.53M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.15M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.08M

Top Sells

1
+$16.7M
2
+$8.7M
3
+$5.37M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$4.54M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.68M

Sector Composition

1 Technology 27.3%
2 Healthcare 10.05%
3 Financials 9.56%
4 Consumer Discretionary 8.53%
5 Communication Services 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.35M 0.33%
10,161
-26
52
$6.33M 0.33%
63,337
-2,164
53
$6.14M 0.32%
22,446
+16
54
$6.11M 0.32%
103,653
-1,710
55
$6M 0.31%
22,896
-144
56
$5.82M 0.3%
40,217
+402
57
$5.8M 0.3%
13,172
+403
58
$5.73M 0.3%
38,407
-1,170
59
$5.71M 0.3%
31,138
+834
60
$5.58M 0.29%
22,713
+293
61
$5.27M 0.27%
18,314
+391
62
$5.24M 0.27%
51,913
+1,093
63
$5.18M 0.27%
136,328
64
$5.18M 0.27%
22,388
-6,050
65
$5.07M 0.26%
52,817
+257
66
$5.05M 0.26%
9,509
-354
67
$4.97M 0.26%
63,142
-272
68
$4.81M 0.25%
71,462
+36
69
$4.78M 0.25%
108,972
-4,171
70
$4.71M 0.25%
29,053
+545
71
$4.7M 0.24%
12,179
-252
72
$4.63M 0.24%
24,727
+658
73
$4.61M 0.24%
11,235
-61
74
$4.45M 0.23%
64,684
+565
75
$4.4M 0.23%
28,452
+350
1 2
3
4 5