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
126
$2.7M 0.15%
47,492
-2,417
127
$2.69M 0.15%
50,504
+1,520
128
$2.68M 0.15%
28,917
-744
129
$2.65M 0.15%
33,302
+200
130
$2.64M 0.15%
25,797
-1,148
131
$2.62M 0.15%
35,159
-8,134
132
$2.62M 0.15%
17,300
+1,109
133
$2.61M 0.15%
47,941
-89
134
$2.58M 0.15%
37,113
+682
135
$2.58M 0.15%
5,923
+17
136
$2.57M 0.15%
18,304
+547
137
$2.53M 0.14%
28,991
-252
138
$2.51M 0.14%
14,348
-39
139
$2.5M 0.14%
136,328
-95
140
$2.48M 0.14%
6,075
-32
141
$2.45M 0.14%
347,503
+4,826
142
$2.42M 0.14%
16,248
+759
143
$2.4M 0.14%
7,605
+42
144
$2.34M 0.13%
40,919
-4,222
145
$2.34M 0.13%
30,000
146
$2.33M 0.13%
57,084
-1,360
147
$2.33M 0.13%
19,411
+542
148
$2.32M 0.13%
58,833
-4,216
149
$2.32M 0.13%
68,224
-52
150
$2.32M 0.13%
20,983
+2,163
4 5
6
7 8