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
851
$111K 0.01%
23,962
+2,195
852
$109K 0.01%
24,011
853
$106K 0.01%
10,643
-787
854
$106K 0.01%
16,856
855
$102K 0.01%
10,022
-693
856
$101K 0.01%
13,075
-932
857
$99.9K 0.01%
16,480
-1,057
858
$99.7K 0.01%
10,903
-767
859
$99.5K 0.01%
10,022
-643
860
$99.3K 0.01%
10,879
-813
861
$99.2K 0.01%
11,191
-642
862
$98.9K 0.01%
11,153
-575
863
$98.3K 0.01%
13,271
-897
864
$96.2K 0.01%
10,569
-563
865
$95.9K 0.01%
10,449
-545
866
$86.2K ﹤0.01%
12,239
+76
867
$84.8K ﹤0.01%
56,126
-30,494
868
$84K ﹤0.01%
51,860
-12,500
869
$83K ﹤0.01%
10,000
870
$83K ﹤0.01%
18,000
871
$81.8K ﹤0.01%
22,299
-3,517
872
$81.1K ﹤0.01%
16,606
-345
873
$74.8K ﹤0.01%
19,094
874
$70.4K ﹤0.01%
13,905
875
$69.9K ﹤0.01%
29,254
-1,744
33 34
35
36 37