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

Top Buys

1
+$2.08M
2
+$1.74M
3
+$1.53M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.15M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.08M

Top Sells

1
+$16.7M
2
+$8.7M
3
+$5.37M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$4.54M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.68M

Sector Composition

1 Technology 27.3%
2 Healthcare 10.05%
3 Financials 9.56%
4 Consumer Discretionary 8.53%
5 Communication Services 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$44.9K ﹤0.01%
10,000
902
$41K ﹤0.01%
26,625
903
$30.9K ﹤0.01%
+659
904
$30.2K ﹤0.01%
16,511
+6,004
905
$29.8K ﹤0.01%
+11,735
906
$19K ﹤0.01%
281
-92
907
$18.8K ﹤0.01%
393
-145
908
$16K ﹤0.01%
10,617
-608
909
$11K ﹤0.01%
220
+167
910
$5.25K ﹤0.01%
83,489
911
– –
-14,565
912
– –
-15,876
913
– –
-16,480
914
– –
-10,449
915
– –
-11,191
916
– –
-4,031
917
– –
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918
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919
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920
– –
-15,304
921
– –
-15,330
922
– –
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923
– –
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924
– –
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925
– –
-7,055
35 36
37
38 39