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
151
$2.38M 0.13%
69,825
+925
152
$2.38M 0.13%
17,757
+940
153
$2.37M 0.13%
13,249
-1,837
154
$2.37M 0.13%
11,216
+421
155
$2.37M 0.13%
48,935
+143
156
$2.36M 0.13%
45,170
157
$2.36M 0.13%
9,673
+85
158
$2.36M 0.13%
68,276
159
$2.34M 0.13%
47,687
+480
160
$2.34M 0.13%
49,585
-500
161
$2.33M 0.13%
30,000
+5,000
162
$2.32M 0.12%
18,894
+15
163
$2.31M 0.12%
7,717
-275
164
$2.28M 0.12%
3,294
-1
165
$2.27M 0.12%
8,039
+413
166
$2.25M 0.12%
27,860
+1,808
167
$2.25M 0.12%
60,519
+10,804
168
$2.22M 0.12%
66,496
+4,398
169
$2.22M 0.12%
28,840
+1,093
170
$2.22M 0.12%
4,963
-217
171
$2.21M 0.12%
25,091
-223
172
$2.21M 0.12%
21,148
+2,070
173
$2.2M 0.12%
2,805
+144
174
$2.17M 0.12%
8,704
-63
175
$2.17M 0.12%
6,675
-110
5 6
7
8 9