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
$1.42B
AUM Growth
-$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
939
New
Increased
Reduced
Closed

Top Buys

1
+$8.3M
2
+$2.57M
3
+$1.97M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.83M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$1.33M

Top Sells

1
+$2.54M
2
+$1.91M
3
+$1.59M
4
IBB icon
iShares Biotechnology ETF
IBB
+$993K
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$983K

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
901
– –
-1,854
902
– –
-4,774
903
– –
-11,253
904
– –
-10,667
905
– –
-90,240
906
– –
-15,184
907
– –
-18,000
908
– –
-21,941
909
– –
-10,000
910
– –
-9,457
911
– –
-8,535
912
– –
-10,058
913
– –
-3,000
914
– –
-10,062
915
– –
-10,309
916
– –
-5,449
917
– –
-2,851
918
– –
-7,000
919
– –
-12,475
920
– –
-4,001
921
– –
-5,694
922
– –
-11,810
923
– –
-5,077
924
– –
0
925
– –
-5,881
34 35 36
37
38