LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$354M
AUM Growth
+$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1
+$540K
2
+$450K
3
+$348K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$348K
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$332K

Top Sells

1
+$1.6M
2
+$1.11M
3
+$757K
4
AVNT icon
Avient
AVNT
+$550K
5
COL
Rockwell Collins
COL
+$450K

Sector Composition

1 Financials 18.44%
2 Technology 15.27%
3 Healthcare 14.62%
4 Energy 9.25%
5 Consumer Staples 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$395K 0.11%
6,803
+205
227
$395K 0.11%
3,888
-109
228
$392K 0.11%
95,470
-19,429
229
$388K 0.11%
6,372
-99
230
$387K 0.11%
3,033
-226
231
$387K 0.11%
4,363
-189
232
$386K 0.11%
3,469
-2,818
233
$383K 0.11%
28,281
+1,393
234
$382K 0.11%
3,705
-87
235
$382K 0.11%
5,129
-122
236
$381K 0.11%
5,256
-75
237
$380K 0.11%
22,564
-608
238
$380K 0.11%
6,342
-252
239
$379K 0.11%
6,117
+188
240
$378K 0.11%
2,451
+18
241
$378K 0.11%
55,668
242
$375K 0.11%
1,174
-18
243
$373K 0.11%
6,448
+19
244
$373K 0.11%
3,199
-1,097
245
$371K 0.1%
6,394
-223
246
$370K 0.1%
2,946
-30
247
$370K 0.1%
4,832
+2,027
248
$368K 0.1%
8,254
-118
249
$367K 0.1%
7,869
-245
250
$367K 0.1%
3,498
-204
8 9
10
11 12