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
151
$2.3M 0.13%
4,733
-230
152
$2.3M 0.13%
171,860
+1,595
153
$2.29M 0.13%
48,072
-863
154
$2.26M 0.13%
67,124
+628
155
$2.25M 0.13%
18,368
-119
156
$2.25M 0.13%
49,585
157
$2.24M 0.13%
13,639
-884
158
$2.24M 0.13%
44,915
-255
159
$2.23M 0.13%
11,629
+413
160
$2.18M 0.12%
23,994
-1,274
161
$2.18M 0.12%
8,002
-37
162
$2.18M 0.12%
40,600
+332
163
$2.17M 0.12%
144,204
+34,768
164
$2.16M 0.12%
7,621
-96
165
$2.16M 0.12%
18,761
-133
166
$2.15M 0.12%
24,370
-96
167
$2.15M 0.12%
69,915
+90
168
$2.15M 0.12%
38,040
+4,601
169
$2.15M 0.12%
2,609
-35
170
$2.13M 0.12%
102,478
-466
171
$2.13M 0.12%
293,656
+111,396
172
$2.12M 0.12%
3,273
-21
173
$2.11M 0.12%
2,905
+100
174
$2.1M 0.12%
64,827
-16,065
175
$2.09M 0.12%
28,328
+468
5 6
7
8 9