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
151
$1.95M 0.14%
24,153
+267
152
$1.94M 0.14%
18,261
+3,336
153
$1.93M 0.14%
77,339
-11,121
154
$1.92M 0.14%
132,126
-1,146
155
$1.91M 0.13%
17,394
156
$1.91M 0.13%
21,850
-4,799
157
$1.87M 0.13%
50,483
+3,083
158
$1.87M 0.13%
58,381
+12,039
159
$1.87M 0.13%
44,923
-171
160
$1.87M 0.13%
3,967
+434
161
$1.86M 0.13%
69,920
+10,234
162
$1.86M 0.13%
33,972
-156
163
$1.86M 0.13%
17,605
-1,889
164
$1.86M 0.13%
27,546
+967
165
$1.85M 0.13%
17,660
+7,955
166
$1.84M 0.13%
13,828
+1,932
167
$1.83M 0.13%
3,324
+7
168
$1.83M 0.13%
12,662
-2,969
169
$1.82M 0.13%
22,630
+1,490
170
$1.81M 0.13%
41,280
+1,205
171
$1.79M 0.13%
320,940
+37,975
172
$1.74M 0.12%
38,248
-278
173
$1.74M 0.12%
22,732
+1,392
174
$1.72M 0.12%
2,492
+240
175
$1.71M 0.12%
7,694
+5
5 6
7
8 9