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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 Industrials 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
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-15,158
902
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903
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-8,848
904
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-2,120
905
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-15,594
906
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-1,959
907
– –
-3,212
908
– –
-1,586
909
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-2,907
910
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911
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912
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-30,414
913
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-7,195
914
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-5,837
915
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916
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-19,676
917
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-6,519
918
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-1,999
919
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920
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921
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922
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923
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924
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925
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