LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
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
+$8.6M
2
+$2.87M
3
+$2.2M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.03M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$1.4M

Top Sells

1
+$2.83M
2
+$2.13M
3
+$1.75M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.08M
5
IBB icon
iShares Biotechnology ETF
IBB
+$993K

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
776
$220K 0.02%
24,482
+13,802
777
$219K 0.02%
+2,565
778
$219K 0.02%
+3,532
779
$217K 0.02%
+3,628
780
$215K 0.02%
+2,997
781
$214K 0.02%
1,741
+40
782
$214K 0.02%
1,240
+38
783
$213K 0.02%
11,202
+469
784
$213K 0.02%
9,201
+743
785
$212K 0.02%
4,602
-718
786
$211K 0.01%
+7,479
787
$208K 0.01%
73,667
+25,256
788
$207K 0.01%
+3,181
789
$204K 0.01%
+6,208
790
$204K 0.01%
+9,195
791
$204K 0.01%
3,642
-1,108
792
$203K 0.01%
+14,433
793
$203K 0.01%
11,478
-531
794
$202K 0.01%
+8,778
795
$200K 0.01%
+7,876
796
$200K 0.01%
+9,839
797
$195K 0.01%
18,117
798
$194K 0.01%
26,455
-1,750
799
$194K 0.01%
14,556
800
$194K 0.01%
10,204
-3,704
30 31
32
33 34