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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
$1.85B
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
951
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-6,485
952
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-8,225
953
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954
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-3,760
955
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-4,568
956
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-596
957
– –
-3,720
958
– –
-3,944
959
– –
-14,172
960
– –
-12,786
961
– –
-11,599
962
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-11,880
963
– –
-10,233
964
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-6,266
965
– –
-27,898
966
– –
-8,636
967
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-8,931
968
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-17,473
969
– –
-18,393
970
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-640
971
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-41,375
972
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-13,024
973
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-46,442
974
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-20,569
975
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-10,478
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