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
$1.55B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
955
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$3.99M
3
+$2.91M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.25M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.86M

Top Sells

1
+$2.87M
2
+$1.7M
3
+$1.52M
4
GL icon
Globe Life
GL
+$1.13M
5
DHR icon
Danaher
DHR
+$1.05M

Sector Composition

1 Technology 22.69%
2 Healthcare 12.24%
3 Financials 9.74%
4 Consumer Discretionary 7.48%
5 Industrials 5.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.55M 0.1%
11,399
+1,554
227
$1.54M 0.1%
27,501
-1,020
228
$1.54M 0.1%
5,988
+177
229
$1.53M 0.1%
10,910
-1,027
230
$1.51M 0.1%
28,890
+3,408
231
$1.5M 0.1%
8,500
-4,726
232
$1.5M 0.1%
9,535
-847
233
$1.49M 0.1%
3,963
-741
234
$1.49M 0.1%
39,385
-385
235
$1.49M 0.1%
6,264
+382
236
$1.48M 0.1%
3,854
+1,122
237
$1.47M 0.09%
30,098
+9,948
238
$1.47M 0.09%
12,627
+381
239
$1.45M 0.09%
20,365
-1,338
240
$1.45M 0.09%
6,367
+175
241
$1.44M 0.09%
6,727
+156
242
$1.44M 0.09%
37,846
+1,652
243
$1.43M 0.09%
62,007
+5,077
244
$1.42M 0.09%
5,729
-434
245
$1.42M 0.09%
10,479
-163
246
$1.42M 0.09%
136,910
+8,050
247
$1.42M 0.09%
46,455
+2,907
248
$1.41M 0.09%
25,080
-1,425
249
$1.41M 0.09%
25,796
+2,901
250
$1.4M 0.09%
57,825
+2,151
8 9
10
11 12