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
776
$229K 0.01%
3,292
-953
777
$228K 0.01%
18,811
+862
778
$228K 0.01%
+6,603
779
$227K 0.01%
6,369
-1,248
780
$225K 0.01%
19,416
-895
781
$225K 0.01%
3,786
-193
782
$225K 0.01%
3,452
-220
783
$225K 0.01%
4,508
784
$224K 0.01%
7,717
+1,525
785
$224K 0.01%
8,336
-428
786
$223K 0.01%
3,788
+616
787
$222K 0.01%
2,092
+14
788
$221K 0.01%
13,104
+103
789
$220K 0.01%
+11,750
790
$220K 0.01%
644
791
$220K 0.01%
591
-13
792
$219K 0.01%
1,077
-4
793
$218K 0.01%
+2,795
794
$218K 0.01%
10,449
-667
795
$217K 0.01%
2,724
-44
796
$216K 0.01%
+1,320
797
$215K 0.01%
14,154
+1,010
798
$215K 0.01%
8,061
-164
799
$213K 0.01%
4,699
800
$213K 0.01%
1,663
-80
30 31
32
33 34