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
$1.92B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
969
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.74M
3
+$1.53M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.15M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.08M

Top Sells

1
+$16.7M
2
+$8.7M
3
+$5.37M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$4.54M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.68M

Sector Composition

1 Technology 27.3%
2 Healthcare 10.05%
3 Financials 9.56%
4 Consumer Discretionary 8.53%
5 Communication Services 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$237K 0.01%
20,839
-3,155
802
$237K 0.01%
+2,417
803
$237K 0.01%
22,169
+3,306
804
$236K 0.01%
2,495
-122
805
$233K 0.01%
+3,443
806
$232K 0.01%
+5,400
807
$232K 0.01%
1,761
-112
808
$231K 0.01%
4,181
-1,101
809
$231K 0.01%
4,508
810
$231K 0.01%
+5,913
811
$231K 0.01%
1,668
-254
812
$229K 0.01%
642
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813
$229K 0.01%
8,476
-3,134
814
$228K 0.01%
+1,194
815
$227K 0.01%
10,000
816
$227K 0.01%
+2,040
817
$226K 0.01%
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818
$223K 0.01%
32,675
-1,454
819
$223K 0.01%
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820
$223K 0.01%
1,351
-4
821
$222K 0.01%
+4,405
822
$221K 0.01%
6,443
823
$221K 0.01%
10,622
-4,370
824
$221K 0.01%
2,581
-72
825
$221K 0.01%
+4,424
31 32
33
34 35