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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
$1.76B
AUM Growth
-$92.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
964
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$1.17M
3
+$833K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$721K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$712K

Top Sells

1
+$1.33M
2
+$1.27M
3
+$1.2M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$939K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$898K

Sector Composition

1 Technology 26.41%
2 Healthcare 10.62%
3 Financials 9.01%
4 Consumer Discretionary 8.21%
5 Communication Services 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
– –
-6,815
952
– –
-14,053
953
– –
-5,940
954
– –
-603
955
– –
-4,526
956
– –
-5,600
957
– –
-8,494
958
– –
-4,717
959
– –
-671
960
– –
-1,288
961
– –
-2,232
962
– –
-21,988
963
– –
-7,908
964
– –
-10,455
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