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
801
$213K 0.01%
6,193
+388
802
$212K 0.01%
2,653
+49
803
$211K 0.01%
+1,873
804
$210K 0.01%
6,443
805
$210K 0.01%
10,000
806
$210K 0.01%
+9,288
807
$209K 0.01%
5,061
-251
808
$209K 0.01%
1,380
+34
809
$207K 0.01%
+5,809
810
$206K 0.01%
12,039
-241
811
$206K 0.01%
37,111
-19,934
812
$206K 0.01%
1,355
-60
813
$205K 0.01%
1,030
-11
814
$204K 0.01%
11,103
+63
815
$203K 0.01%
12,203
816
$201K 0.01%
4,031
817
$200K 0.01%
+483
818
$197K 0.01%
34,129
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819
$194K 0.01%
+11,005
820
$192K 0.01%
12,894
-1,161
821
$180K 0.01%
25,624
822
$179K 0.01%
12,360
-7,532
823
$179K 0.01%
13,881
+159
824
$177K 0.01%
11,024
+24
825
$175K 0.01%
18,863
31 32
33
34 35