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
176
$2.22M 0.12%
28,330
-40
177
$2.21M 0.12%
3,807
+30
178
$2.2M 0.11%
9,754
+11
179
$2.2M 0.11%
621
+14
180
$2.2M 0.11%
18,971
-440
181
$2.2M 0.11%
27,803
-999
182
$2.19M 0.11%
17,421
-66
183
$2.18M 0.11%
4,758
+25
184
$2.18M 0.11%
28,113
-2,246
185
$2.17M 0.11%
14,917
-1,331
186
$2.16M 0.11%
12,065
+537
187
$2.16M 0.11%
9,275
+6,595
188
$2.16M 0.11%
13,442
-187
189
$2.15M 0.11%
13,672
+2,355
190
$2.13M 0.11%
21,663
+7,602
191
$2.13M 0.11%
6,300
-181
192
$2.12M 0.11%
6,796
-193
193
$2.1M 0.11%
29,916
-37,563
194
$2.09M 0.11%
10,606
-399
195
$2.09M 0.11%
9,256
+86
196
$2.08M 0.11%
57,786
+7,190
197
$2.07M 0.11%
39,825
+3,466
198
$2.06M 0.11%
7,515
-106
199
$2.05M 0.11%
15,442
-121
200
$2.04M 0.11%
66,227
-1,313
6 7
8
9 10