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
751
$241K 0.01%
1,700
752
$241K 0.01%
1,135
-46
753
$240K 0.01%
5,429
-2,052
754
$240K 0.01%
10,879
-2,135
755
$238K 0.01%
6,743
-91
756
$238K 0.01%
19,557
+3,975
757
$237K 0.01%
14,720
-256
758
$236K 0.01%
2,566
+3
759
$236K 0.01%
14,368
760
$235K 0.01%
1,190
+38
761
$235K 0.01%
1,913
-233
762
$234K 0.01%
20,000
763
$234K 0.01%
3,626
-666
764
$234K 0.01%
+3,607
765
$233K 0.01%
1,661
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766
$233K 0.01%
4,482
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$232K 0.01%
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768
$232K 0.01%
1,901
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769
$231K 0.01%
7,572
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770
$231K 0.01%
2,304
771
$230K 0.01%
3,871
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772
$230K 0.01%
1,297
-256
773
$230K 0.01%
497
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774
$229K 0.01%
3,901
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775
$229K 0.01%
2,278
-39
29 30
31
32 33