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
126
$2.9M 0.16%
29,661
+749
127
$2.85M 0.15%
25,268
+594
128
$2.83M 0.15%
48,030
-3,355
129
$2.82M 0.15%
14,523
-99
130
$2.81M 0.15%
6,107
-96
131
$2.8M 0.15%
14,387
-525
132
$2.79M 0.15%
13,892
-69
133
$2.79M 0.15%
29,243
-3,677
134
$2.76M 0.15%
90,029
+10,849
135
$2.71M 0.15%
37,073
+7,451
136
$2.71M 0.15%
133,556
+1,277
137
$2.7M 0.15%
342,677
-519
138
$2.69M 0.14%
15,489
-377
139
$2.66M 0.14%
36,431
+1,290
140
$2.63M 0.14%
18,451
-337
141
$2.63M 0.14%
7,563
+1,239
142
$2.63M 0.14%
19,855
-91
143
$2.52M 0.14%
5,906
-106
144
$2.5M 0.13%
63,049
+10,922
145
$2.49M 0.13%
18,487
+592
146
$2.49M 0.13%
58,444
+2,218
147
$2.48M 0.13%
18,820
-729
148
$2.48M 0.13%
33,102
+57
149
$2.42M 0.13%
66,595
+9,508
150
$2.38M 0.13%
28,567
+1,216
4 5
6
7 8