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
826
$171K 0.01%
10,000
827
$170K 0.01%
15,561
-225
828
$164K 0.01%
17,246
829
$161K 0.01%
15,876
-1,006
830
$160K 0.01%
13,700
831
$160K 0.01%
15,330
-982
832
$159K 0.01%
15,586
-1,054
833
$159K 0.01%
15,420
-1,038
834
$159K 0.01%
10,641
+598
835
$158K 0.01%
12,370
-45
836
$158K 0.01%
15,304
-836
837
$157K 0.01%
+10,717
838
$157K 0.01%
15,090
-851
839
$156K 0.01%
18,947
-1,257
840
$155K 0.01%
32,767
+242
841
$152K 0.01%
19,753
-1,128
842
$150K 0.01%
16,018
-591
843
$148K 0.01%
14,969
-1,280
844
$147K 0.01%
15,532
+1,680
845
$137K 0.01%
12,500
846
$134K 0.01%
12,617
-1,494
847
$133K 0.01%
2,936
+634
848
$120K 0.01%
95
-135
849
$114K 0.01%
12,464
-544
850
$112K 0.01%
17,344
-361
32 33
34
35 36