LNWTC

Laird Norton Wetherby Trust Company Portfolio holdings

AUM $4.81B
1-Year Est. Return 27.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$582M
AUM Growth
-$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$8.07M
2
+$2.33M
3
+$1.39M
4
IGF icon
iShares Global Infrastructure ETF
IGF
+$933K
5
ANGX
Angel Studios
ANGX
+$895K

Top Sells

1
+$169M
2
+$7.31M
3
+$6.78M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.77M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$3.78M

Sector Composition

1 Technology 39.46%
2 Financials 5.49%
3 Consumer Discretionary 2.97%
4 Communication Services 2.53%
5 Energy 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$3T
$172M 29.6%
332,575
-331,954
VEU icon
2
Vanguard FTSE All-World ex-US ETF
VEU
$58.4B
$59.4M 10.21%
832,463
-83,549
VTI icon
3
Vanguard Total Stock Market ETF
VTI
$577B
$44.3M 7.62%
134,673
-21,478
VWO icon
4
Vanguard FTSE Emerging Markets ETF
VWO
$110B
$27M 4.64%
497,919
-1,484
VEA icon
5
Vanguard FTSE Developed Markets ETF
VEA
$208B
$24.7M 4.25%
412,709
-1,872
AAPL icon
6
Apple
AAPL
$3.87T
$21.4M 3.67%
83,988
IVW icon
7
iShares S&P 500 Growth ETF
IVW
$63.6B
$19.8M 3.39%
163,647
IBM icon
8
IBM
IBM
$224B
$11.1M 1.92%
39,500
VT icon
9
Vanguard Total World Stock ETF
VT
$62.7B
$11.1M 1.9%
80,364
+10,484
NVDA icon
10
NVIDIA
NVDA
$4.38T
$10.8M 1.85%
57,789
+1,765
MUB icon
11
iShares National Muni Bond ETF
MUB
$42.8B
$9.84M 1.69%
92,430
-3,128
AMZN icon
12
Amazon
AMZN
$2.24T
$9.78M 1.68%
44,555
-32,313
PHYS icon
13
Sprott Physical Gold
PHYS
$19.6B
$9.69M 1.66%
327,081
+22,425
GETY icon
14
Getty Images
GETY
$322M
$9.61M 1.65%
4,851,391
GS icon
15
Goldman Sachs
GS
$258B
$8.76M 1.51%
11,000
EFA icon
16
iShares MSCI EAFE ETF
EFA
$73.9B
$8.43M 1.45%
90,252
INTU icon
17
Intuit
INTU
$117B
$7.65M 1.31%
+11,200
JPM icon
18
JPMorgan Chase
JPM
$803B
$7.54M 1.29%
23,890
ABT icon
19
Abbott
ABT
$198B
$7.25M 1.25%
54,100
SPY icon
20
State Street SPDR S&P 500 ETF Trust
SPY
$689B
$6.68M 1.15%
10,000
BND icon
21
Vanguard Total Bond Market
BND
$151B
$6.27M 1.08%
84,356
+144
BRK.B icon
22
Berkshire Hathaway Class B
BRK.B
$1.04T
$5.73M 0.99%
11,404
VXUS icon
23
Vanguard Total International Stock ETF
VXUS
$133B
$5.33M 0.92%
72,531
-10,669
XOM icon
24
Exxon Mobil
XOM
$643B
$5.18M 0.89%
45,904
PG icon
25
Procter & Gamble
PG
$380B
$5.13M 0.88%
33,365
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