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
201
$1.84M 0.1%
23,648
+5,168
202
$1.82M 0.1%
7,055
+224
203
$1.82M 0.1%
75,000
204
$1.81M 0.1%
2,080
+5
205
$1.81M 0.1%
30,902
+4,569
206
$1.8M 0.1%
9,170
+46
207
$1.79M 0.1%
67,540
-4,129
208
$1.78M 0.1%
6,989
+215
209
$1.78M 0.1%
28,370
+130
210
$1.78M 0.1%
53,886
-803
211
$1.76M 0.1%
11,317
-1,932
212
$1.76M 0.1%
27,683
-1,561
213
$1.76M 0.1%
15,563
+73
214
$1.76M 0.1%
11,528
-107
215
$1.75M 0.1%
24,623
-4,217
216
$1.73M 0.1%
3,777
-132
217
$1.73M 0.1%
20,485
+1,441
218
$1.73M 0.1%
26,261
+542
219
$1.73M 0.1%
47,621
+2,328
220
$1.72M 0.1%
3,918
+392
221
$1.72M 0.1%
12,833
-93
222
$1.72M 0.1%
37,633
-1,935
223
$1.7M 0.1%
50,596
-9,923
224
$1.69M 0.1%
171,599
+6,218
225
$1.68M 0.1%
38,890
+144
7 8
9
10 11