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

Top Buys

1
+$3.14M
2
+$1.09M
3
+$808K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$713K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$692K

Top Sells

1
+$1.36M
2
+$1.27M
3
+$1.11M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$939K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$868K

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
76
$4.08M 0.23%
63,414
-31
77
$4.06M 0.23%
25,556
-1,585
78
$4.02M 0.23%
12,431
+14
79
$3.98M 0.23%
57,796
-1,344
80
$3.95M 0.22%
28,508
+52
81
$3.8M 0.22%
65,429
-2,477
82
$3.77M 0.21%
33,602
-1,075
83
$3.74M 0.21%
13,713
+290
84
$3.74M 0.21%
14,057
-947
85
$3.7M 0.21%
216,168
+11,093
86
$3.63M 0.21%
28,102
+368
87
$3.59M 0.2%
24,069
-233
88
$3.56M 0.2%
216,250
+605
89
$3.56M 0.2%
51,075
+2,579
90
$3.53M 0.2%
75,164
-310
91
$3.52M 0.2%
64,119
+929
92
$3.5M 0.2%
73,547
+7,638
93
$3.45M 0.2%
7,924
-358
94
$3.43M 0.19%
9,101
+713
95
$3.41M 0.19%
138,459
+4,903
96
$3.4M 0.19%
45,417
-1,118
97
$3.39M 0.19%
65,357
-3,751
98
$3.39M 0.19%
11,848
+1,014
99
$3.39M 0.19%
38,111
+610
100
$3.35M 0.19%
18,160
-187
2 3
4
5 6