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
251
$511K 0.1%
3,987
-109
252
$511K 0.1%
32,545
+1,999
253
$510K 0.1%
297,800
+12,480
254
$503K 0.1%
31,373
+6,352
255
$494K 0.1%
99,393
+36,520
256
$493K 0.1%
39,953
-316
257
$493K 0.1%
7,324
+1,431
258
$491K 0.1%
4,530
+573
259
$488K 0.1%
3,746
+307
260
$486K 0.1%
109,134
+31,782
261
$486K 0.1%
5,762
+122
262
$485K 0.1%
82,909
+19,903
263
$484K 0.1%
4,306
264
$484K 0.1%
4,303
+685
265
$483K 0.1%
6,452
+729
266
$482K 0.1%
1,198
+402
267
$482K 0.1%
16,626
+4,475
268
$481K 0.1%
3,828
-380
269
$480K 0.1%
+14,966
270
$479K 0.1%
81,091
+5,112
271
$479K 0.1%
102,104
+796
272
$477K 0.1%
18,724
+3,486
273
$475K 0.1%
3,904
-242
274
$474K 0.1%
30,524
+1,425
275
$473K 0.1%
2,103
-308
9 10
11
12 13