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
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%
5
+4
910
$5.25K ﹤0.01%
83,489
911
– –
-10,879
912
– –
-12,092
913
– –
-15,532
914
– –
-587
915
– –
-7,055
916
– –
-11,153
917
– –
-10,903
918
– –
-10,569
919
– –
-5,809
920
– –
-4,699
921
– –
-11,530
922
– –
-9,288
923
– –
-5,640
924
– –
-12,370
925
– –
-10,643
35 36
37
38 39