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
101
$3.58M 0.19%
17,082
-1,078
102
$3.56M 0.19%
11,890
-49
103
$3.53M 0.18%
37,631
-480
104
$3.52M 0.18%
51,583
+4,091
105
$3.43M 0.18%
13,101
-77
106
$3.4M 0.18%
19,954
-248
107
$3.37M 0.18%
13,997
+172
108
$3.29M 0.17%
50,040
-129
109
$3.29M 0.17%
20,626
+709
110
$3.22M 0.17%
85,431
+20,604
111
$3.21M 0.17%
37,117
+1,958
112
$3.19M 0.17%
133,831
-119
113
$3.19M 0.17%
57,490
+12,575
114
$3.16M 0.16%
14,654
+1,015
115
$3.13M 0.16%
1,124,132
-128,454
116
$3.11M 0.16%
7,790
-1,311
117
$3.11M 0.16%
33,330
-2,691
118
$3.11M 0.16%
7,956
+351
119
$3.09M 0.16%
18,895
+591
120
$3.05M 0.16%
21,430
+447
121
$3.04M 0.16%
12,743
-248
122
$3.03M 0.16%
29,964
+973
123
$2.99M 0.16%
74,395
+1,573
124
$2.95M 0.15%
39,111
-31,874
125
$2.95M 0.15%
57,500
-7,929
3 4
5
6 7