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
$2.25B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1 +$134M
2 +$117M
3 +$110M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$96.3M
5
AMZN icon
Amazon
AMZN
+$70.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 28.71%
2 Financials 11.45%
3 Consumer Discretionary 8.2%
4 Communication Services 7.84%
5 Healthcare 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AAPL icon
1
Apple
AAPL
$3.66T
$134M 5.97%
+653,281
MSFT icon
2
Microsoft
MSFT
$3.79T
$117M 5.2%
+234,674
NVDA icon
3
NVIDIA
NVDA
$4.4T
$110M 4.88%
+694,150
VTI icon
4
Vanguard Total Stock Market ETF
VTI
$539B
$96.3M 4.28%
+316,707
AMZN icon
5
Amazon
AMZN
$2.28T
$70.9M 3.15%
+323,046
META icon
6
Meta Platforms (Facebook)
META
$1.78T
$47.6M 2.12%
+64,526
VEA icon
7
Vanguard FTSE Developed Markets ETF
VEA
$178B
$41.3M 1.84%
+724,951
GOOGL icon
8
Alphabet (Google) Class A
GOOGL
$3.04T
$40.5M 1.8%
+230,067
SPY icon
9
SPDR S&P 500 ETF Trust
SPY
$654B
$37.7M 1.68%
+61,002
NFLX icon
10
Netflix
NFLX
$501B
$29.9M 1.33%
+22,346
JPM icon
11
JPMorgan Chase
JPM
$810B
$27.4M 1.22%
+94,569
VT icon
12
Vanguard Total World Stock ETF
VT
$53.9B
$25.8M 1.15%
+200,372
AVGO icon
13
Broadcom
AVGO
$1.66T
$25.1M 1.12%
+90,889
TSM icon
14
TSMC
TSM
$1.55T
$24.1M 1.07%
+106,350
V icon
15
Visa
V
$654B
$19.5M 0.87%
+54,980
LLY icon
16
Eli Lilly
LLY
$733B
$19.5M 0.87%
+25,010
TSLA icon
17
Tesla
TSLA
$1.41T
$16.9M 0.75%
+53,320
GOOG icon
18
Alphabet (Google) Class C
GOOG
$3.05T
$15.4M 0.69%
+86,759
MA icon
19
Mastercard
MA
$497B
$15.4M 0.68%
+27,359
CMC icon
20
Commercial Metals
CMC
$6.11B
$13.7M 0.61%
+280,997
JNJ icon
21
Johnson & Johnson
JNJ
$462B
$13.2M 0.59%
+86,144
COST icon
22
Costco
COST
$409B
$12.8M 0.57%
+12,921
IVW icon
23
iShares S&P 500 Growth ETF
IVW
$65.3B
$12.3M 0.55%
+112,123
ORCL icon
24
Oracle
ORCL
$892B
$12.3M 0.55%
+56,413
HD icon
25
Home Depot
HD
$386B
$11.8M 0.53%
+32,228