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
$1.85B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
977
New
Increased
Reduced
Closed

Top Buys

1
+$7.31M
2
+$2.22M
3
+$1.97M
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
+$1.69M
2
+$1.59M
3
+$1.37M
4
ANET icon
Arista Networks
ANET
+$1.19M
5
T icon
AT&T
T
+$885K

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
926
$60.6K ﹤0.01%
11,111
-5,443
927
$57.9K ﹤0.01%
10,469
-2,645
928
$48.1K ﹤0.01%
+10,592
929
$40.1K ﹤0.01%
83,489
930
$28K ﹤0.01%
26,625
931
$26.3K ﹤0.01%
353
-187
932
$24.4K ﹤0.01%
11,225
-259
933
$20.3K ﹤0.01%
514
934
$12.6K ﹤0.01%
1
935
– –
-4,336
936
– –
-13,517
937
– –
-1,269
938
– –
-6,485
939
– –
-8,225
940
– –
-1,569
941
– –
-3,760
942
– –
-4,568
943
– –
-596
944
– –
-3,720
945
– –
-3,944
946
– –
-27,898
947
– –
-60,680
948
– –
-10,531
949
– –
-668
950
– –
-3,449
36 37
38
39 40