LNWWM
Laird Norton Wetherby Wealth Management Portfolio holdings
AUM
$2.45B
1 Year Est. Return
–
AUM
$2.45B
AUM Growth
+$203M
(+9%)
Holding
971
Top Buys
| 1 | +$6.75M | |
| 2 | +$3.87M | |
| 3 | +$1.95M | |
| 4 |
NVIDIA
NVDA
|
+$1.48M |
| 5 |
Broadcom
AVGO
|
+$1.43M |
Top Sells
| 1 | +$4.01M | |
| 2 | +$2.08M | |
| 3 | +$1.26M | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.07M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$1M |
Sector Composition
| 1 | Technology | 30% |
| 2 | Financials | 11.25% |
| 3 | Consumer Discretionary | 8.22% |
| 4 | Communication Services | 8.07% |
| 5 | Healthcare | 7.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$4.12T
| $162M | 6.63% |
637,536
-15,745
|
|
||
|
2
NVIDIA
NVDA
$4.3T
| $131M | 5.35% |
702,070
+7,920
|
|
||
3
Microsoft
MSFT
$3.66T
| $128M | 5.24% |
247,697
+13,023
|
|
||
4
Vanguard Total Stock Market ETF
VTI
$565B
| $104M | 4.23% |
316,036
-671
|
|
||
5
Amazon
AMZN
$2.49T
| $71.3M | 2.91% |
324,617
+1,571
|
|
||
6
Alphabet (Google) Class A
GOOGL
$3.86T
| $56M | 2.28% |
230,156
+89
|
|
||
7
Meta Platforms (Facebook)
META
$1.63T
| $47.8M | 1.95% |
65,031
+505
|
|
||
8
Vanguard FTSE Developed Markets ETF
VEA
$185B
| $43.6M | 1.78% |
728,234
+3,283
|
|
||
9
SPDR S&P 500 ETF Trust
SPY
$700B
| $42.6M | 1.74% |
63,926
+2,924
|
|
||
|
10
Broadcom
AVGO
$1.9T
| $31.4M | 1.28% |
95,236
+4,347
|
|
||
11
JPMorgan Chase
JPM
$852B
| $30M | 1.23% |
95,143
+574
|
|
||
12
TSMC
TSM
$1.51T
| $29.8M | 1.22% |
106,819
+469
|
|
||
13
Vanguard Total World Stock ETF
VT
$57.3B
| $27.5M | 1.12% |
199,679
-693
|
|
||
14
Netflix
NFLX
$456B
| $27.1M | 1.11% |
226,280
+2,820
|
|
||
15
Tesla
TSLA
$1.43T
| $24.5M | 1% |
55,128
+1,808
|
|
||
|
16
Alphabet (Google) Class C
GOOG
$3.86T
| $22.5M | 0.92% |
92,184
+5,425
|
|
||
17
Eli Lilly
LLY
$963B
| $19.4M | 0.79% |
25,429
+419
|
|
||
18
Visa
V
$645B
| $19.3M | 0.79% |
56,616
+1,636
|
|
||
19
Oracle
ORCL
$576B
| $16.4M | 0.67% |
58,387
+1,974
|
|
||
20
Commercial Metals
CMC
$7.08B
| $16.1M | 0.66% |
280,817
-180
|
|
||
21
Johnson & Johnson
JNJ
$499B
| $15.7M | 0.64% |
84,722
-1,422
|
|
||
22
Mastercard
MA
$494B
| $15.5M | 0.63% |
27,323
-36
|
|
||
23
iShares S&P 500 Growth ETF
IVW
$66.8B
| $13.5M | 0.55% |
112,123
|
|
||
24
Home Depot
HD
$355B
| $13M | 0.53% |
32,013
-215
|
|
||
25
Vanguard S&P 500 ETF
VOO
$802B
| $12.8M | 0.52% |
20,982
+755
|
|