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
101
$3.45M 0.19%
3,855
+10
102
$3.42M 0.18%
26,782
-2,132
103
$3.4M 0.18%
8,388
+890
104
$3.38M 0.18%
14,963
-727
105
$3.36M 0.18%
64,467
-2,226
106
$3.35M 0.18%
45,141
-2,713
107
$3.34M 0.18%
48,984
-515
108
$3.32M 0.18%
45,521
+3
109
$3.3M 0.18%
13,423
-1,853
110
$3.3M 0.18%
205,075
+3,280
111
$3.27M 0.18%
20,162
-4
112
$3.26M 0.18%
17,479
+5,522
113
$3.25M 0.18%
13,008
+492
114
$3.25M 0.17%
65,909
-27
115
$3.19M 0.17%
80,679
-6,045
116
$3.18M 0.17%
37,501
+1,664
117
$3.16M 0.17%
137,007
-4,488
118
$3.12M 0.17%
36,587
-911
119
$3.04M 0.16%
10,834
+2,530
120
$3.02M 0.16%
50,057
-1,084
121
$3.02M 0.16%
1,280,576
+284,680
122
$3.01M 0.16%
80,892
-3,724
123
$2.98M 0.16%
49,909
-2,594
124
$2.92M 0.16%
5,202
+92
125
$2.9M 0.16%
12,840
+6,080
3 4
5
6 7