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
$1.42B
AUM Growth
-$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
939
New
Increased
Reduced
Closed

Top Buys

1
+$8.3M
2
+$2.57M
3
+$1.97M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.83M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$1.33M

Top Sells

1
+$2.54M
2
+$1.91M
3
+$1.59M
4
IBB icon
iShares Biotechnology ETF
IBB
+$993K
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$983K

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
751
$235K 0.02%
1,336
-1
752
$233K 0.02%
+2,622
753
$233K 0.02%
64,857
754
$233K 0.02%
67,825
-2,088
755
$233K 0.02%
8,930
+1,538
756
$233K 0.02%
+13,612
757
$232K 0.02%
8,715
-840
758
$230K 0.02%
+27,700
759
$230K 0.02%
51,755
+6,744
760
$229K 0.02%
+3,965
761
$228K 0.02%
+1,149
762
$228K 0.02%
9,042
-1,766
763
$228K 0.02%
5,244
764
$227K 0.02%
6,766
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765
$225K 0.02%
2,336
-16
766
$224K 0.02%
27,337
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$223K 0.02%
2,966
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768
$222K 0.02%
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769
$222K 0.02%
4,508
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770
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771
$222K 0.02%
3,124
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772
$221K 0.02%
7,238
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773
$221K 0.02%
3,349
-414
774
$221K 0.02%
2,907
-36
775
$220K 0.02%
4,085
+509
29 30
31
32 33