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
776
$247K 0.01%
69,049
+705
777
$246K 0.01%
3,979
-1,215
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$244K 0.01%
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779
$242K 0.01%
3,093
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$242K 0.01%
1,700
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781
$241K 0.01%
4,717
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782
$240K 0.01%
2,317
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$238K 0.01%
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784
$238K 0.01%
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785
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786
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787
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$235K 0.01%
33,717
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$234K 0.01%
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$233K 0.01%
24,076
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10,264
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796
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797
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798
$228K 0.01%
2,078
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799
$227K 0.01%
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$227K 0.01%
2,563
+44
30 31
32
33 34