LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
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
+$8.6M
2
+$2.87M
3
+$2.2M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.03M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$1.4M

Top Sells

1
+$2.83M
2
+$2.13M
3
+$1.75M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.08M
5
IBB icon
iShares Biotechnology ETF
IBB
+$993K

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
726
$247K 0.02%
17,886
-3,567
727
$247K 0.02%
4,654
+420
728
$246K 0.02%
8,834
-219
729
$246K 0.02%
3,467
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730
$246K 0.02%
16,890
-5,835
731
$242K 0.02%
1,678
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732
$242K 0.02%
5,600
-1,227
733
$240K 0.02%
1,463
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734
$240K 0.02%
1,755
-45
735
$240K 0.02%
8,478
-7
736
$239K 0.02%
864
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737
$239K 0.02%
752
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738
$239K 0.02%
9,364
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739
$239K 0.02%
19,050
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740
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743
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745
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746
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$237K 0.02%
701
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1,175
-46
749
$235K 0.02%
3,640
-156
750
$235K 0.02%
217
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28 29
30
31 32