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
176
$2.08M 0.12%
28,960
-8,120
177
$2.08M 0.12%
16,787
-1,664
178
$2.07M 0.12%
10,860
-70
179
$2.06M 0.12%
5,932
+107
180
$2.06M 0.12%
16,769
+818
181
$2.06M 0.12%
80,097
-9,932
182
$2.03M 0.12%
30,359
-6,714
183
$2.03M 0.12%
9,743
+939
184
$2.01M 0.11%
28,802
-66
185
$1.99M 0.11%
6,741
+66
186
$1.97M 0.11%
774
+9
187
$1.96M 0.11%
35,742
-579
188
$1.92M 0.11%
17,394
189
$1.91M 0.11%
11,005
+153
190
$1.91M 0.11%
24,375
-716
191
$1.91M 0.11%
13,629
+63
192
$1.9M 0.11%
24,791
-281
193
$1.9M 0.11%
21,106
194
$1.89M 0.11%
17,487
+911
195
$1.89M 0.11%
6,481
+266
196
$1.87M 0.11%
29,968
+6,203
197
$1.87M 0.11%
607
198
$1.85M 0.11%
24,896
-559
199
$1.85M 0.1%
68,421
+216
200
$1.84M 0.1%
8,033
-74
6 7
8
9 10