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
101
$3.32M 0.19%
7,264
102
$3.28M 0.19%
18,578
103
$3.26M 0.19%
11,939
+37
104
$3.26M 0.18%
34,057
-5,150
105
$3.25M 0.18%
3,854
-1
106
$3.24M 0.18%
27,632
+850
107
$3.23M 0.18%
50,169
+112
108
$3.22M 0.18%
11,815
-100
109
$3.15M 0.18%
45,518
-3
110
$3.14M 0.18%
20,202
+40
111
$3.13M 0.18%
14,558
-405
112
$3.1M 0.18%
133,950
-3,057
113
$3.07M 0.17%
12,991
+151
114
$3.04M 0.17%
13,178
+170
115
$3.03M 0.17%
1,252,586
-27,990
116
$3.03M 0.17%
5,414
+212
117
$2.99M 0.17%
60,512
-3,955
118
$2.95M 0.17%
13,825
-67
119
$2.94M 0.17%
36,021
-566
120
$2.84M 0.16%
16,793
-686
121
$2.83M 0.16%
48,536
+849
122
$2.77M 0.16%
19,917
+62
123
$2.76M 0.16%
72,822
-7,857
124
$2.75M 0.16%
66,925
+330
125
$2.71M 0.15%
31,271
+2,704
3 4
5
6 7