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
151
$2.56M 0.13%
16,548
-221
152
$2.54M 0.13%
68,224
153
$2.53M 0.13%
24,824
+454
154
$2.52M 0.13%
68,129
-292
155
$2.52M 0.13%
36,472
+730
156
$2.52M 0.13%
83,740
+3,643
157
$2.51M 0.13%
16,901
-399
158
$2.49M 0.13%
61,502
+2,669
159
$2.46M 0.13%
33,159
-143
160
$2.45M 0.13%
96,480
+82,029
161
$2.44M 0.13%
175,515
+3,655
162
$2.44M 0.13%
46,882
-1,654
163
$2.43M 0.13%
25,577
-220
164
$2.43M 0.13%
19,439
+678
165
$2.42M 0.13%
2,079
-1
166
$2.42M 0.13%
5,946
+14
167
$2.42M 0.13%
69,769
-146
168
$2.42M 0.13%
23,972
+324
169
$2.37M 0.12%
49,585
170
$2.29M 0.12%
37,688
-3,231
171
$2.28M 0.12%
2,598
-11
172
$2.27M 0.12%
2,815
-90
173
$2.26M 0.12%
6,675
-66
174
$2.25M 0.12%
28,227
+3,604
175
$2.24M 0.12%
5,463
+1,002
5 6
7
8 9