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
$1.92B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
969
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.74M
3
+$1.53M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.15M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.08M

Top Sells

1
+$16.7M
2
+$8.7M
3
+$5.37M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$4.54M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.68M

Sector Composition

1 Technology 27.3%
2 Healthcare 10.05%
3 Financials 9.56%
4 Consumer Discretionary 8.53%
5 Communication Services 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.31M 0.22%
19,379
-788
77
$4.31M 0.22%
227,680
+11,430
78
$4.26M 0.22%
137,761
-698
79
$4.2M 0.22%
13,867
-190
80
$4.19M 0.22%
31,438
-2,164
81
$4.1M 0.21%
24,035
-1,521
82
$4.05M 0.21%
17,398
-244
83
$4.02M 0.21%
14,579
+21
84
$4M 0.21%
217,706
+1,538
85
$3.97M 0.21%
7,823
+559
86
$3.95M 0.21%
13,364
-349
87
$3.94M 0.21%
5,576
+162
88
$3.91M 0.2%
3,863
+9
89
$3.9M 0.2%
135,609
-7,828
90
$3.89M 0.2%
51,584
-6,212
91
$3.84M 0.2%
75,219
+55
92
$3.84M 0.2%
52,196
+1,121
93
$3.77M 0.2%
67,085
+1,728
94
$3.75M 0.2%
46,269
+852
95
$3.74M 0.19%
12,495
+647
96
$3.72M 0.19%
34,237
+180
97
$3.7M 0.19%
35,291
-43,250
98
$3.69M 0.19%
11,801
-14
99
$3.69M 0.19%
7,824
-100
100
$3.66M 0.19%
24,804
-2,828
2 3
4
5 6