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
126
$2.94M 0.15%
14,645
-3,933
127
$2.94M 0.15%
347,382
-121
128
$2.91M 0.15%
11,174
-455
129
$2.86M 0.15%
14,399
-2,394
130
$2.85M 0.15%
49,518
-986
131
$2.79M 0.15%
14,044
-304
132
$2.79M 0.15%
33,133
+4,173
133
$2.78M 0.14%
6,135
+60
134
$2.77M 0.14%
5,985
+62
135
$2.77M 0.14%
69,751
+2,627
136
$2.75M 0.14%
29,248
+331
137
$2.73M 0.14%
66,031
-894
138
$2.71M 0.14%
161,636
+17,432
139
$2.69M 0.14%
30,000
140
$2.69M 0.14%
18,407
+39
141
$2.68M 0.14%
47,941
142
$2.67M 0.14%
54,222
-2,862
143
$2.67M 0.14%
36,811
-302
144
$2.67M 0.14%
54,974
-5,538
145
$2.66M 0.14%
3,274
+1
146
$2.62M 0.14%
22,874
-1,120
147
$2.61M 0.14%
51,654
-21,893
148
$2.6M 0.14%
27,909
-419
149
$2.59M 0.13%
8,328
+326
150
$2.58M 0.13%
23,852
+7,986
4 5
6
7 8