LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$494M
AUM Growth
+$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$950K
2
+$893K
3
+$623K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$591K
5
META icon
Meta Platforms (Facebook)
META
+$583K

Top Sells

1
+$782K
2
+$660K
3
+$380K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$342K
5
DHR icon
Danaher
DHR
+$314K

Sector Composition

1 Financials 17.56%
2 Technology 16.76%
3 Healthcare 14.83%
4 Communication Services 9.11%
5 Consumer Staples 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$569K 0.12%
2,538
+65
227
$566K 0.11%
10,753
+2,718
228
$564K 0.11%
11,499
-1,140
229
$563K 0.11%
12,776
+2,202
230
$562K 0.11%
12,203
+2,120
231
$559K 0.11%
7,538
+1,554
232
$559K 0.11%
10,752
+4,413
233
$557K 0.11%
40,863
+2,353
234
$556K 0.11%
70,552
+4,750
235
$556K 0.11%
2,800
236
$552K 0.11%
3,556
+4
237
$547K 0.11%
3,937
+31
238
$547K 0.11%
11,495
+397
239
$540K 0.11%
6,613
+534
240
$539K 0.11%
8,430
-113
241
$537K 0.11%
17,834
+981
242
$533K 0.11%
9,730
-3,162
243
$532K 0.11%
6,593
+1,231
244
$529K 0.11%
40,219
+11,422
245
$527K 0.11%
686
+191
246
$527K 0.11%
8,078
+397
247
$526K 0.11%
6,050
248
$522K 0.11%
6,624
+1,542
249
$518K 0.1%
+4,903
250
$513K 0.1%
13,767
+945
8 9
10
11 12