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
201
$1.49M 0.11%
35,486
+897
202
$1.49M 0.11%
9,978
+1,406
203
$1.49M 0.11%
9,460
+347
204
$1.49M 0.1%
6,118
+610
205
$1.48M 0.1%
21,703
+2,758
206
$1.47M 0.1%
11,937
+7
207
$1.44M 0.1%
62,757
+5,320
208
$1.44M 0.1%
9,373
+219
209
$1.44M 0.1%
28,521
+3,122
210
$1.43M 0.1%
7,033
-433
211
$1.42M 0.1%
47,255
+1,064
212
$1.42M 0.1%
4,704
-497
213
$1.41M 0.1%
45,530
+3,799
214
$1.41M 0.1%
15,134
+2,636
215
$1.39M 0.1%
650
+21
216
$1.39M 0.1%
11,799
+3,800
217
$1.39M 0.1%
10,100
+5,000
218
$1.38M 0.1%
59,368
+4,097
219
$1.38M 0.1%
56,930
+1,209
220
$1.36M 0.1%
27,000
+6,780
221
$1.35M 0.1%
13,551
-175
222
$1.35M 0.1%
24,528
-1,654
223
$1.35M 0.1%
128,860
+120
224
$1.34M 0.09%
103,427
+13,512
225
$1.34M 0.09%
6,192
-92
7 8
9
10 11