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
826
$133K 0.01%
12,500
827
$132K 0.01%
15,672
+902
828
$132K 0.01%
18,506
+1,066
829
$132K 0.01%
12,384
+742
830
$132K 0.01%
15,484
-1,148
831
$131K 0.01%
49,063
+36,885
832
$129K 0.01%
16,685
+1,855
833
$127K 0.01%
+13,670
834
$124K 0.01%
26,315
+3,941
835
$123K 0.01%
16,467
+447
836
$122K 0.01%
25,715
-149
837
$117K 0.01%
2,046
+561
838
$114K 0.01%
20,949
+7,812
839
$110K 0.01%
132
+2
840
$108K 0.01%
11,144
841
$107K 0.01%
+17,666
842
$107K 0.01%
10,230
843
$105K 0.01%
10,674
844
$102K 0.01%
42,672
+11,616
845
$96K 0.01%
10,592
846
$88K 0.01%
23,299
+7,328
847
$85K 0.01%
12,218
-495
848
$85K 0.01%
83,489
849
$83K 0.01%
11,574
-11,574
850
$79K 0.01%
11,837
32 33
34
35 36