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
726
$295K 0.02%
1,347
+27
727
$295K 0.02%
10,000
728
$293K 0.02%
+7,828
729
$293K 0.02%
1,677
-23
730
$293K 0.02%
5,883
+1,200
731
$292K 0.02%
4,054
-131
732
$290K 0.02%
4,057
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733
$290K 0.02%
11,663
-376
734
$287K 0.02%
+1,529
735
$285K 0.01%
+4,326
736
$285K 0.01%
25,045
737
$284K 0.01%
18,616
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738
$283K 0.01%
9,606
-91
739
$282K 0.01%
2,219
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740
$279K 0.01%
3,108
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741
$278K 0.01%
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742
$278K 0.01%
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743
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8,142
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744
$277K 0.01%
7,404
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745
$276K 0.01%
3,143
+189
746
$275K 0.01%
1,140
-17
747
$275K 0.01%
616
-169
748
$275K 0.01%
+2,264
749
$275K 0.01%
13,141
+524
750
$274K 0.01%
+7,483
28 29
30
31 32