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
$1.76B
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
1
$142M 8.04%
828,517
+6,389
2
$79.2M 4.49%
250,789
+367
3
$72.5M 4.11%
341,415
-345
4
$41.6M 2.36%
327,154
-103
5
$32.9M 1.86%
251,056
+760
6
$32.3M 1.83%
742,510
-2,460
7
$31.8M 1.8%
74,431
+183
8
$31.7M 1.8%
725,427
-2,571
9
$21.8M 1.23%
72,508
-1,309
10
$21.7M 1.23%
232,522
-3,521
11
$16M 0.91%
63,930
+1,615
12
$15.1M 0.86%
96,952
-3,381
13
$14.4M 0.82%
291,614
-1,213
14
$14.1M 0.8%
26,269
+156
15
$13.9M 0.79%
95,764
+2,430
16
$13.4M 0.76%
26,623
-2,704
17
$13M 0.74%
56,384
-226
18
$12.7M 0.72%
123,417
-730
19
$12M 0.68%
91,378
-1,405
20
$12M 0.68%
148,521
-1,724
21
$10.6M 0.6%
121,777
+16
22
$10.5M 0.59%
34,665
-414
23
$10M 0.57%
65,018
-3,666
24
$9.77M 0.55%
31,810
+523
25
$9.47M 0.54%
104,102
+1,824
1
2 3 4 5