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
201
$2.04M 0.11%
25,341
+2,546
202
$2.04M 0.11%
27,347
-336
203
$2.03M 0.11%
26,103
+24
204
$2.03M 0.11%
24,613
-178
205
$2.03M 0.11%
10,713
-147
206
$2.02M 0.11%
23,710
+276
207
$2.02M 0.11%
11,081
-43
208
$1.98M 0.1%
767
-7
209
$1.97M 0.1%
39,353
+463
210
$1.97M 0.1%
54,725
+839
211
$1.96M 0.1%
235,680
-57,976
212
$1.95M 0.1%
2,348
+91
213
$1.95M 0.1%
42,939
-5,133
214
$1.94M 0.1%
78,383
+17,305
215
$1.94M 0.1%
39,016
-1,584
216
$1.93M 0.1%
13,220
+445
217
$1.93M 0.1%
28,884
-1,084
218
$1.92M 0.1%
19,398
-1,087
219
$1.91M 0.1%
51,548
+3,927
220
$1.9M 0.1%
7,776
+87
221
$1.9M 0.1%
62,732
+1,910
222
$1.89M 0.1%
9,940
+323
223
$1.89M 0.1%
6,940
-220
224
$1.89M 0.1%
14,301
-2,486
225
$1.86M 0.1%
30,001
-8,039
7 8
9
10 11