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
751
$274K 0.01%
5,312
-1,145
752
$272K 0.01%
13,144
+1,147
753
$272K 0.01%
230
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754
$272K 0.01%
2,772
755
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756
$267K 0.01%
1,229
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757
$267K 0.01%
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758
$265K 0.01%
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759
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2,768
-180
760
$265K 0.01%
491
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761
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2,305
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764
$262K 0.01%
4,138
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765
$259K 0.01%
14,976
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766
$257K 0.01%
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769
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773
$250K 0.01%
3,976
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774
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1,379
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$248K 0.01%
6,166
-976
29 30
31
32 33