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
951
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952
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953
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954
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955
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-11,750
956
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957
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958
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959
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960
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961
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962
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963
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964
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965
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966
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-10,449
967
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-10,311
968
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969
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-15,586
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