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
$1.85B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
977
New
Increased
Reduced
Closed

Top Buys

1
+$6.89M
2
+$2.28M
3
+$2.01M
4
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$1.46M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$1.44M

Top Sells

1
+$1.88M
2
+$1.59M
3
+$1.37M
4
ANET icon
Arista Networks
ANET
+$1.25M
5
TSLA icon
Tesla
TSLA
+$1.13M

Sector Composition

1 Technology 26.93%
2 Healthcare 10.72%
3 Financials 8.67%
4 Consumer Discretionary 8.21%
5 Communication Services 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$212K 0.01%
6,443
827
$210K 0.01%
2,604
-24
828
$210K 0.01%
+4,167
829
$210K 0.01%
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830
$210K 0.01%
6,192
+1,459
831
$209K 0.01%
1,041
+37
832
$208K 0.01%
+11,040
833
$207K 0.01%
2,151
-106
834
$206K 0.01%
+604
835
$206K 0.01%
+3,172
836
$206K 0.01%
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837
$205K 0.01%
98,753
-1,866
838
$205K 0.01%
12,203
839
$205K 0.01%
+2,040
840
$204K 0.01%
+21,988
841
$203K 0.01%
12,280
-5,625
842
$203K 0.01%
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843
$203K 0.01%
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844
$203K 0.01%
1,041
-13
845
$202K 0.01%
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846
$202K 0.01%
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847
$201K 0.01%
+3,843
848
$201K 0.01%
1,288
-2,968
849
$200K 0.01%
4,031
-4,036
850
$200K 0.01%
+644
32 33
34
35 36