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
101
$2.81M 0.2%
95,859
-10,337
102
$2.69M 0.19%
62,638
+20,031
103
$2.65M 0.19%
17,433
+2,222
104
$2.63M 0.19%
15,487
+1,689
105
$2.59M 0.18%
51,691
-3,580
106
$2.58M 0.18%
15,668
-1,055
107
$2.5M 0.18%
16,741
+613
108
$2.49M 0.18%
194,045
+1,935
109
$2.47M 0.17%
30,168
-1,188
110
$2.46M 0.17%
137,328
111
$2.46M 0.17%
49,874
+3,310
112
$2.46M 0.17%
9,105
+78
113
$2.45M 0.17%
10,952
+884
114
$2.42M 0.17%
52,211
+28,740
115
$2.41M 0.17%
38,078
-3,455
116
$2.41M 0.17%
8,694
+665
117
$2.39M 0.17%
4,932
+116
118
$2.38M 0.17%
17,646
+39
119
$2.37M 0.17%
47,558
+2,504
120
$2.34M 0.16%
28,545
+1,269
121
$2.34M 0.16%
17,954
+225
122
$2.34M 0.16%
6,994
-167
123
$2.32M 0.16%
57,700
+5,660
124
$2.32M 0.16%
26,512
+1,058
125
$2.31M 0.16%
27,847
+2,008
3 4
5
6 7