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
126
$2.3M 0.16%
11,337
+836
127
$2.29M 0.16%
13,936
-788
128
$2.25M 0.16%
13,226
+4,145
129
$2.25M 0.16%
5,817
+225
130
$2.23M 0.16%
19,210
-415
131
$2.2M 0.16%
13,606
-1,210
132
$2.19M 0.15%
19,650
+3,341
133
$2.17M 0.15%
12,014
+1,127
134
$2.15M 0.15%
48,462
+5,030
135
$2.13M 0.15%
34,314
-1
136
$2.12M 0.15%
26,458
+1,808
137
$2.12M 0.15%
33,523
+6,373
138
$2.09M 0.15%
10,582
+105
139
$2.08M 0.15%
70,175
-5,192
140
$2.06M 0.15%
17,334
-227
141
$2.04M 0.14%
14,605
+460
142
$2.01M 0.14%
33,039
+3,309
143
$2.01M 0.14%
9,110
+1,311
144
$2.01M 0.14%
3,825
+4
145
$2M 0.14%
14,871
+1,876
146
$2M 0.14%
5,283
-49
147
$1.97M 0.14%
19,268
+1,770
148
$1.97M 0.14%
28,018
-1,999
149
$1.96M 0.14%
8,412
+862
150
$1.96M 0.14%
5,753
+132
4 5
6
7 8