LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.42B
AUM Growth
-$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
939
New
Increased
Reduced
Closed

Top Buys

1
+$8.3M
2
+$2.57M
3
+$1.97M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.83M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$1.33M

Top Sells

1
+$2.54M
2
+$1.91M
3
+$1.59M
4
IBB icon
iShares Biotechnology ETF
IBB
+$993K
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$983K

Sector Composition

1 Technology 23.34%
2 Healthcare 11.55%
3 Financials 9.31%
4 Consumer Discretionary 8.76%
5 Communication Services 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.32M 0.23%
46,215
+2,111
77
$3.3M 0.23%
34,644
+2,535
78
$3.28M 0.23%
127,384
-316
79
$3.25M 0.23%
24,105
+1,337
80
$3.2M 0.23%
152,750
+33,793
81
$3.2M 0.23%
42,123
-5,045
82
$3.2M 0.23%
19,145
+2,130
83
$3.11M 0.22%
89,070
+45
84
$3.1M 0.22%
81,722
+7,265
85
$3.1M 0.22%
77,461
-50
86
$3.07M 0.22%
20,662
+1,515
87
$3.05M 0.22%
35,424
+4,492
88
$3.02M 0.21%
7,513
89
$3.01M 0.21%
68,745
+5,995
90
$3M 0.21%
29,508
+2,432
91
$2.99M 0.21%
49,727
+4,489
92
$2.99M 0.21%
48,411
+4,781
93
$2.96M 0.21%
66,760
-2,560
94
$2.96M 0.21%
22,731
-1,616
95
$2.94M 0.21%
47,279
-2
96
$2.93M 0.21%
32,589
+3,807
97
$2.92M 0.21%
59,760
-15,001
98
$2.91M 0.21%
51,308
+109
99
$2.87M 0.2%
36,291
+1,980
100
$2.82M 0.2%
34,447
-974
2 3
4
5 6