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
876
$156K 0.01%
12,415
-1,196
877
$154K 0.01%
+10,043
878
$153K 0.01%
86,620
-9,835
879
$153K 0.01%
+10,297
880
$153K 0.01%
10,097
+54
881
$151K 0.01%
12,163
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882
$147K 0.01%
28,683
+8,850
883
$140K 0.01%
13,852
-3,316
884
$137K 0.01%
12,500
885
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13,700
886
$126K 0.01%
14,111
-49,570
887
$123K 0.01%
+11,864
888
$123K 0.01%
11,430
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889
$123K 0.01%
11,692
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890
$121K 0.01%
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$121K 0.01%
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894
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13,008
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14,168
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$118K 0.01%
17,537
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$118K 0.01%
10,665
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899
$117K 0.01%
1,705
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900
$117K 0.01%
11,728
+738
34 35
36
37 38