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
$721M
AUM Growth
+$48.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
681
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$732K
3
+$579K
4
TYG
Tortoise Energy Infrastructure Corp
TYG
+$523K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$449K

Top Sells

1
+$4.93M
2
+$1.39M
3
+$904K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$795K
5
GE icon
GE Aerospace
GE
+$559K

Sector Composition

1 Financials 17.27%
2 Technology 16.63%
3 Healthcare 12%
4 Communication Services 7.98%
5 Consumer Discretionary 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$865K 0.12%
6,375
-770
202
$863K 0.12%
8,462
203
$859K 0.12%
48,098
+1,480
204
$849K 0.12%
14,315
+903
205
$844K 0.12%
10,513
+120
206
$843K 0.12%
49,725
+1,115
207
$840K 0.12%
5,417
+317
208
$836K 0.12%
13,764
+1,737
209
$832K 0.12%
6,787
210
$830K 0.12%
5,307
-100
211
$824K 0.11%
84,634
+144
212
$818K 0.11%
17,801
+245
213
$817K 0.11%
6,997
+76
214
$811K 0.11%
194,450
+19,117
215
$805K 0.11%
4,035
+399
216
$803K 0.11%
11,805
-456
217
$802K 0.11%
12,408
+2,623
218
$795K 0.11%
5,483
+38
219
$794K 0.11%
3,236
-980
220
$793K 0.11%
9,909
+93
221
$784K 0.11%
16,050
222
$778K 0.11%
15,389
+444
223
$777K 0.11%
13,184
-582
224
$775K 0.11%
15,922
+364
225
$775K 0.11%
4,392
+155
7 8
9
10 11