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
851
$77K 0.01%
16,327
-512
852
$74K 0.01%
4,667
853
$73K 0.01%
+20,280
854
$71K 0.01%
11,598
-30,241
855
$71K 0.01%
+13,905
856
$70K ﹤0.01%
+13,988
857
$70K ﹤0.01%
+5,480
858
$65K ﹤0.01%
15,771
-15,771
859
$61K ﹤0.01%
11,120
-11,120
860
$59K ﹤0.01%
25,648
861
$57K ﹤0.01%
54,154
+27,741
862
$57K ﹤0.01%
21,068
-2,383
863
$45K ﹤0.01%
+32,316
864
$43K ﹤0.01%
10,931
-256
865
$39K ﹤0.01%
17,855
-5,405
866
$29K ﹤0.01%
26,625
867
$26K ﹤0.01%
+10,722
868
$24K ﹤0.01%
+10,438
869
$18K ﹤0.01%
+847
870
$16K ﹤0.01%
+673
871
$8K ﹤0.01%
13
872
$4K ﹤0.01%
+751
873
– –
-1,798
874
– –
-5,767
875
– –
-1,418
33 34
35
36 37