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
726
$290K 0.02%
723
-20
727
$289K 0.02%
2,646
+225
728
$289K 0.02%
23,044
-9,032
729
$288K 0.02%
12,392
-1,656
730
$288K 0.02%
8,764
+74
731
$287K 0.02%
3,539
-114
732
$286K 0.02%
48,063
-50
733
$286K 0.02%
5,378
-1,471
734
$285K 0.02%
+2,657
735
$285K 0.02%
2,025
-158
736
$285K 0.02%
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737
$284K 0.02%
+2,560
738
$283K 0.02%
7,574
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739
$282K 0.02%
27,770
-1,980
740
$281K 0.02%
1,192
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$278K 0.02%
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743
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2,397
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1,181
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$276K 0.01%
3,854
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$276K 0.01%
20,776
748
$275K 0.01%
8,543
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749
$275K 0.01%
1,644
-498
750
$274K 0.01%
20,311
+1,692
28 29
30
31 32