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

Top Buys

1
+$6.89M
2
+$2.28M
3
+$2.01M
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
+$1.88M
2
+$1.59M
3
+$1.37M
4
ANET icon
Arista Networks
ANET
+$1.25M
5
TSLA icon
Tesla
TSLA
+$1.13M

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
76
$4.29M 0.23%
11,268
+66
77
$4.29M 0.23%
59,140
+586
78
$4.25M 0.23%
34,677
-964
79
$4.23M 0.23%
24,302
-1,372
80
$4.13M 0.22%
15,004
81
$4.12M 0.22%
43,293
+5,751
82
$4.11M 0.22%
28,456
-506
83
$4M 0.22%
12,417
+441
84
$3.88M 0.21%
215,645
+8,210
85
$3.87M 0.21%
17,451
-1,679
86
$3.83M 0.21%
17,439
-607
87
$3.81M 0.21%
18,347
+660
88
$3.79M 0.2%
27,734
+290
89
$3.76M 0.2%
69,108
+1,608
90
$3.71M 0.2%
75,474
+62
91
$3.68M 0.2%
8,282
+39
92
$3.63M 0.2%
37,080
-1,758
93
$3.63M 0.2%
11,902
-7
94
$3.59M 0.19%
46,535
+1,325
95
$3.58M 0.19%
63,190
+2,066
96
$3.54M 0.19%
136,423
97
$3.53M 0.19%
48,496
+5
98
$3.49M 0.19%
11,915
-214
99
$3.48M 0.19%
18,578
+4,046
100
$3.48M 0.19%
7,264
-120
2 3
4
5 6