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
826
$218K 0.01%
+12,715
827
$218K 0.01%
3,827
-44
828
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+12,621
829
$216K 0.01%
1,577
-363
830
$216K 0.01%
12,203
831
$216K 0.01%
+3,642
832
$215K 0.01%
1,937
-852
833
$214K 0.01%
+4,351
834
$213K 0.01%
602
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835
$213K 0.01%
10,927
-97
836
$212K 0.01%
+1,558
837
$212K 0.01%
+3,791
838
$212K 0.01%
+566
839
$212K 0.01%
+1,120
840
$211K 0.01%
2,628
-167
841
$211K 0.01%
+6,364
842
$211K 0.01%
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843
$209K 0.01%
3,471
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844
$208K 0.01%
+2,148
845
$207K 0.01%
+4,202
846
$207K 0.01%
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847
$207K 0.01%
+628
848
$206K 0.01%
10,578
-525
849
$206K 0.01%
+2,471
850
$203K 0.01%
+29
32 33
34
35 36