LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
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
+$8.6M
2
+$2.87M
3
+$2.2M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.03M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$1.4M

Top Sells

1
+$2.83M
2
+$2.13M
3
+$1.75M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.08M
5
IBB icon
iShares Biotechnology ETF
IBB
+$993K

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
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879
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883
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885
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886
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887
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888
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889
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890
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891
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892
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893
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894
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895
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896
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897
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898
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899
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900
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34 35
36
37 38