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
176
$1.66M 0.12%
5,748
+540
177
$1.66M 0.12%
10,382
+1,386
178
$1.66M 0.12%
15,352
+1,015
179
$1.65M 0.12%
24,716
+2,459
180
$1.64M 0.12%
14,636
-1,214
181
$1.64M 0.12%
16,484
+3,054
182
$1.63M 0.11%
45,775
-14,643
183
$1.62M 0.11%
18,521
+1,725
184
$1.62M 0.11%
7,580
+140
185
$1.6M 0.11%
104,622
-17,712
186
$1.6M 0.11%
19,728
-4,026
187
$1.6M 0.11%
21,106
188
$1.59M 0.11%
44,286
+151
189
$1.59M 0.11%
16,976
+2,563
190
$1.57M 0.11%
17,027
-558
191
$1.55M 0.11%
31,627
-2,367
192
$1.53M 0.11%
49,845
+15,595
193
$1.53M 0.11%
14,137
+849
194
$1.53M 0.11%
10,298
-22
195
$1.53M 0.11%
648,304
+281,170
196
$1.52M 0.11%
8,370
+14
197
$1.51M 0.11%
13,516
198
$1.51M 0.11%
5,622
+408
199
$1.5M 0.11%
7,166
+724
200
$1.49M 0.11%
97,188
-2,752
6 7
8
9 10