LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.25B
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
1
$159M 8.59%
822,128
-9,686
2
$85.3M 4.59%
250,422
+149
3
$75.3M 4.05%
341,760
-2,912
4
$42.7M 2.3%
327,257
-129
5
$33.6M 1.81%
727,998
+29,147
6
$32.9M 1.77%
74,248
-28
7
$31.5M 1.7%
744,970
+4,170
8
$30M 1.61%
250,296
+4,703
9
$22.9M 1.23%
236,043
+5,480
10
$21.2M 1.14%
73,817
+825
11
$16.6M 0.89%
100,333
+13,759
12
$16.3M 0.88%
62,315
-4,325
13
$15.4M 0.83%
292,827
+348
14
$14.3M 0.77%
124,147
-234
15
$14.1M 0.76%
29,327
-833
16
$13.6M 0.73%
93,334
+1,560
17
$13.4M 0.72%
56,610
+731
18
$13.4M 0.72%
150,245
+77,179
19
$12.3M 0.66%
121,761
+2,935
20
$12.2M 0.66%
26,113
+414
21
$11.2M 0.6%
92,783
+2,838
22
$11.1M 0.6%
68,684
23
$10.9M 0.59%
35,079
-255
24
$10.4M 0.56%
23,579
-240
25
$9.88M 0.53%
53,318
+840
1
2 3 4 5