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
$1.42B
AUM Growth
-$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
939
New
Increased
Reduced
Closed

Top Buys

1
+$8.3M
2
+$2.57M
3
+$1.97M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.83M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$1.33M

Top Sells

1
+$2.54M
2
+$1.91M
3
+$1.59M
4
IBB icon
iShares Biotechnology ETF
IBB
+$993K
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$983K

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
801
$189K 0.01%
11,889
-2,823
802
$188K 0.01%
16,574
-3,092
803
$187K 0.01%
23,545
-23,018
804
$186K 0.01%
12,168
+868
805
$185K 0.01%
13,716
+1,673
806
$185K 0.01%
29,622
+7,926
807
$183K 0.01%
2,491
-2,742
808
$181K 0.01%
10,000
809
$180K 0.01%
+11,929
810
$178K 0.01%
12,203
811
$172K 0.01%
10,469
-4,445
812
$170K 0.01%
16,457
+281
813
$170K 0.01%
15,219
-1,932
814
$167K 0.01%
20,226
+1,579
815
$162K 0.01%
15,056
-1,692
816
$158K 0.01%
25,852
+1,191
817
$154K 0.01%
15,678
+116
818
$151K 0.01%
26,247
-3,861
819
$147K 0.01%
16,109
+1,983
820
$146K 0.01%
39,291
-1,103
821
$145K 0.01%
36,868
+13,205
822
$143K 0.01%
17,720
-390
823
$142K 0.01%
10,086
-395
824
$136K 0.01%
11,754
+346
825
$135K 0.01%
10,743
+425
31 32
33
34 35