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
851
$200K 0.01%
+3,767
852
$200K 0.01%
+1,524
853
$200K 0.01%
+5,940
854
$196K 0.01%
13,001
-227
855
$193K 0.01%
16,640
+914
856
$191K 0.01%
16,458
+918
857
$191K 0.01%
20,204
+1,151
858
$190K 0.01%
16,312
+964
859
$189K 0.01%
+13,722
860
$189K 0.01%
16,140
+1,028
861
$189K 0.01%
20,881
+1,251
862
$189K 0.01%
16,882
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863
$188K 0.01%
15,941
+1,021
864
$185K 0.01%
11,000
-2,278
865
$184K 0.01%
14,053
+813
866
$182K 0.01%
10,000
867
$181K 0.01%
17,246
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$176K 0.01%
25,624
869
$176K 0.01%
18,863
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870
$174K 0.01%
32,525
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871
$173K 0.01%
15,786
-9,645
872
$162K 0.01%
16,249
-160
873
$159K 0.01%
16,609
+3,612
874
$158K 0.01%
64,360
-456
875
$157K 0.01%
+10,254
33 34
35
36 37