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
176
$2.17M 0.12%
40,268
+1,667
177
$2.15M 0.12%
170,265
-2,220
178
$2.14M 0.12%
24,466
-5,263
179
$2.13M 0.11%
6,215
+133
180
$2.11M 0.11%
54,689
+2,239
181
$2.06M 0.11%
25,455
+160
182
$2.06M 0.11%
10,930
-96
183
$2.05M 0.11%
5,825
-179
184
$2.02M 0.11%
36,321
+10,042
185
$2.02M 0.11%
11,635
+589
186
$2.01M 0.11%
15,951
-631
187
$2.01M 0.11%
16,576
+470
188
$2M 0.11%
28,868
-1,422
189
$1.99M 0.11%
26,945
+198
190
$1.98M 0.11%
39,568
+9,120
191
$1.98M 0.11%
21,106
192
$1.97M 0.11%
33,439
-13,674
193
$1.96M 0.11%
18,869
-247
194
$1.95M 0.11%
15,490
-334
195
$1.94M 0.1%
38,746
-295
196
$1.92M 0.1%
17,394
197
$1.91M 0.1%
765
-12
198
$1.9M 0.1%
2,644
-109
199
$1.9M 0.1%
3,909
+71
200
$1.89M 0.1%
16,191
-893
6 7
8
9 10