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
851
$202K 0.01%
7,077
-2,072
852
$202K 0.01%
+7,950
853
$202K 0.01%
10,947
+306
854
$201K 0.01%
+1,656
855
$201K 0.01%
9,313
-2,231
856
$200K 0.01%
+3,372
857
$190K 0.01%
22,445
-3,179
858
$184K 0.01%
10,000
859
$172K 0.01%
27,170
+15,578
860
$163K 0.01%
31,449
+7,487
861
$157K 0.01%
2,862
-74
862
$154K 0.01%
31,490
-1,277
863
$150K 0.01%
10,103
-2,791
864
$146K 0.01%
14,380
-1,638
865
$146K 0.01%
+10,887
866
$146K 0.01%
17,246
867
$145K 0.01%
24,011
868
$143K 0.01%
13,849
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869
$142K 0.01%
24,664
870
$142K 0.01%
12,500
871
$140K 0.01%
15,366
-195
872
$137K 0.01%
+3,258
873
$137K 0.01%
11,860
-604
874
$125K 0.01%
37,389
+22,396
875
$120K 0.01%
30,562
+1,308
33 34
35
36 37