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
251
$1.38M 0.09%
56,946
-2,422
252
$1.38M 0.09%
16,113
-1,547
253
$1.37M 0.09%
88,289
-26
254
$1.37M 0.09%
7,621
+725
255
$1.37M 0.09%
38,444
-7,086
256
$1.37M 0.09%
17,586
-6,567
257
$1.36M 0.09%
27,000
258
$1.35M 0.09%
168,799
-23,385
259
$1.35M 0.09%
5,622
+122
260
$1.35M 0.09%
29,137
+667
261
$1.35M 0.09%
5,473
+50
262
$1.35M 0.09%
30,905
-2,143
263
$1.35M 0.09%
12,949
+865
264
$1.34M 0.09%
20,677
-867
265
$1.34M 0.09%
2,401
+33
266
$1.33M 0.09%
8,936
+120
267
$1.31M 0.08%
8,766
+327
268
$1.31M 0.08%
10,100
269
$1.3M 0.08%
9,280
-421
270
$1.28M 0.08%
30,932
+1,002
271
$1.28M 0.08%
105,114
+6,955
272
$1.27M 0.08%
36,227
+16,397
273
$1.26M 0.08%
874
+23
274
$1.26M 0.08%
9,995
+56
275
$1.26M 0.08%
74,418
+4,538
9 10
11
12 13