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
876
$68.6K ﹤0.01%
11,592
-38,569
877
$68.5K ﹤0.01%
13,988
878
$68.2K ﹤0.01%
5,480
879
$64.8K ﹤0.01%
25,366
-1,592
880
$56.8K ﹤0.01%
15,096
+12
881
$55.3K ﹤0.01%
11,719
-2,077
882
$54.5K ﹤0.01%
+24,664
883
$51K ﹤0.01%
10,000
884
$50.1K ﹤0.01%
10,311
-800
885
$49.9K ﹤0.01%
+2,000
886
$49.6K ﹤0.01%
+6,205
887
$45.7K ﹤0.01%
14,993
-13,690
888
$41K ﹤0.01%
26,625
889
$27K ﹤0.01%
373
+20
890
$20.7K ﹤0.01%
+538
891
$19.8K ﹤0.01%
+549
892
$19.6K ﹤0.01%
83,489
893
$18K ﹤0.01%
11,225
894
$14.9K ﹤0.01%
10,507
-40,491
895
$13.7K ﹤0.01%
+587
896
$7.15K ﹤0.01%
53
897
– –
-2,305
898
– –
-2,232
899
– –
-21,988
900
– –
-6,236
34 35
36
37 38