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
901
$116K 0.01%
+10,350
902
$115K 0.01%
50,998
+27,622
903
$115K 0.01%
11,132
+702
904
$115K 0.01%
10,994
+718
905
$115K 0.01%
24,011
+551
906
$114K 0.01%
12,386
-10,359
907
$113K 0.01%
16,856
-6,521
908
$106K 0.01%
17,705
-12,278
909
$105K 0.01%
26,958
-450
910
$104K 0.01%
2,302
-33
911
$101K 0.01%
25,816
+182
912
$96.4K 0.01%
+21,767
913
$92.7K 0.01%
18,000
914
$90.9K ﹤0.01%
16,951
-3
915
$89.2K ﹤0.01%
10,000
916
$88.2K ﹤0.01%
+603
917
$86.2K ﹤0.01%
10,000
918
$81.6K ﹤0.01%
18,756
-110
919
$80.3K ﹤0.01%
30,998
-2,962
920
$76.3K ﹤0.01%
5,480
921
$73.5K ﹤0.01%
19,094
922
$71.9K ﹤0.01%
13,988
923
$70.2K ﹤0.01%
13,905
924
$63.7K ﹤0.01%
13,796
+1,819
925
$63.4K ﹤0.01%
15,084
+68
35 36
37
38 39