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
726
$261K 0.01%
23,994
+950
727
$260K 0.01%
4,373
-56
728
$259K 0.01%
9,556
-2,392
729
$259K 0.01%
14,927
-357
730
$258K 0.01%
2,877
+46
731
$257K 0.01%
3,872
+18
732
$254K 0.01%
12,169
-1,344
733
$254K 0.01%
1,662
-2,091
734
$253K 0.01%
27,980
+3,904
735
$252K 0.01%
3,034
+221
736
$252K 0.01%
+4,079
737
$250K 0.01%
2,954
-191
738
$249K 0.01%
+8,253
739
$249K 0.01%
+2,047
740
$246K 0.01%
+4,878
741
$245K 0.01%
1,340
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742
$245K 0.01%
1,940
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743
$245K 0.01%
2,380
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744
$245K 0.01%
14,422
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745
$244K 0.01%
4,683
+30
746
$243K 0.01%
7,341
+160
747
$243K 0.01%
8,688
+145
748
$242K 0.01%
20,889
749
$242K 0.01%
1,157
-35
750
$241K 0.01%
3,473
-66
28 29
30
31 32