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
201
$1.88M 0.1%
13,566
-1,178
202
$1.87M 0.1%
10,852
-667
203
$1.87M 0.1%
11,745
+348
204
$1.87M 0.1%
71,669
+382
205
$1.87M 0.1%
29,244
+1,533
206
$1.86M 0.1%
68,205
+11,293
207
$1.86M 0.1%
24,259
+1,120
208
$1.85M 0.1%
2,350
-24
209
$1.85M 0.1%
49,617
-2,711
210
$1.82M 0.1%
8,039
+1,594
211
$1.82M 0.1%
28,240
+260
212
$1.81M 0.1%
14,123
-2,707
213
$1.8M 0.1%
6,831
+153
214
$1.8M 0.1%
6,774
+673
215
$1.79M 0.1%
39,579
-1,768
216
$1.79M 0.1%
10,287
-522
217
$1.77M 0.1%
12,926
-910
218
$1.77M 0.1%
7,217
-60
219
$1.76M 0.09%
26,333
-5,014
220
$1.75M 0.09%
25,072
+386
221
$1.75M 0.09%
102,944
+9,225
222
$1.75M 0.09%
109,436
-51,973
223
$1.73M 0.09%
64,331
+3,216
224
$1.73M 0.09%
4,998
-272
225
$1.72M 0.09%
19,044
+1,043
7 8
9
10 11