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
$1.92B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
969
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.55M
3
+$1.41M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.15M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.01M

Top Sells

1
+$16M
2
+$8.39M
3
+$5.03M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$4.24M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.48M

Sector Composition

1 Technology 27.29%
2 Healthcare 10.05%
3 Financials 9.57%
4 Consumer Discretionary 8.53%
5 Communication Services 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$120K 0.01%
22,092
-207
877
$118K 0.01%
+533
878
$114K 0.01%
17,344
879
$112K 0.01%
11,697
-7,250
880
$112K 0.01%
+11,347
881
$112K 0.01%
51,860
882
$112K 0.01%
55,790
-336
883
$110K 0.01%
+11,508
884
$107K 0.01%
+15,837
885
$104K 0.01%
16,899
-205
886
$92.1K ﹤0.01%
10,000
887
$91.8K ﹤0.01%
18,000
888
$89.9K ﹤0.01%
14,623
-473
889
$83.9K ﹤0.01%
19,352
-6,014
890
$78.5K ﹤0.01%
10,555
-6,301
891
$78.3K ﹤0.01%
19,094
892
$73.9K ﹤0.01%
5,480
893
$72.6K ﹤0.01%
13,905
894
$70.8K ﹤0.01%
+11,532
895
$69.5K ﹤0.01%
13,988
896
$66.3K ﹤0.01%
11,466
-253
897
$57.8K ﹤0.01%
2,340
+340
898
$56.3K ﹤0.01%
+12,520
899
$51.8K ﹤0.01%
1,057
+508
900
$49.4K ﹤0.01%
+10,057
34 35
36
37 38