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
$2.45B
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$6.64M
2
+$3.48M
3
+$1.87M
4
NVDA icon
NVIDIA
NVDA
+$1.38M
5
AVGO icon
Broadcom
AVGO
+$1.33M

Top Sells

1
+$3.56M
2
+$1.58M
3
+$1.26M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.07M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$954K

Sector Composition

1 Technology 29.98%
2 Financials 11.26%
3 Consumer Discretionary 8.22%
4 Communication Services 8.07%
5 Healthcare 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RCL icon
276
Royal Caribbean
RCL
$71.9B
$1.58M 0.06%
4,886
+47
WELL icon
277
Welltower
WELL
$151B
$1.57M 0.06%
8,813
+674
DFAS icon
278
Dimensional US Small Cap ETF
DFAS
$13.6B
$1.56M 0.06%
22,799
+355
CME icon
279
CME Group
CME
$107B
$1.55M 0.06%
5,754
+234
PSX icon
280
Phillips 66
PSX
$65.5B
$1.54M 0.06%
11,347
-166
BCS icon
281
Barclays
BCS
$80.4B
$1.53M 0.06%
74,175
+982
IMO icon
282
Imperial Oil
IMO
$60.8B
$1.53M 0.06%
16,834
-22
XLK icon
283
State Street Technology Select Sector SPDR ETF
XLK
$97.1B
$1.52M 0.06%
10,764
+440
DB icon
284
Deutsche Bank
DB
$63.6B
$1.51M 0.06%
42,728
+167
NXDR
285
Nextdoor Holdings
NXDR
$601M
$1.51M 0.06%
722,489
BR icon
286
Broadridge
BR
$19B
$1.5M 0.06%
6,297
-24
TECK icon
287
Teck Resources
TECK
$28.3B
$1.5M 0.06%
34,148
-5,499
TME icon
288
Tencent Music
TME
$15.6B
$1.5M 0.06%
64,137
+83
IUSB icon
289
iShares Core Universal USD Bond ETF
IUSB
$36.3B
$1.49M 0.06%
31,832
-216
SCHD icon
290
Schwab US Dividend Equity ETF
SCHD
$86.2B
$1.46M 0.06%
53,548
-39,218
APD icon
291
Air Products & Chemicals
APD
$66.2B
$1.46M 0.06%
5,356
-240
MFG icon
292
Mizuho Financial
MFG
$105B
$1.45M 0.06%
216,636
+2,965
SO icon
293
Southern Company
SO
$107B
$1.45M 0.06%
15,281
+186
VB icon
294
Vanguard Small-Cap ETF
VB
$75.6B
$1.45M 0.06%
5,693
+507
ROP icon
295
Roper Technologies
ROP
$37B
$1.45M 0.06%
2,901
+939
VXUS icon
296
Vanguard Total International Stock ETF
VXUS
$143B
$1.45M 0.06%
19,688
+57
VYM icon
297
Vanguard High Dividend Yield ETF
VYM
$75.4B
$1.44M 0.06%
10,235
-676
BBVA icon
298
Banco Bilbao Vizcaya Argentaria
BBVA
$129B
$1.44M 0.06%
74,735
+7,282
TD icon
299
Toronto Dominion Bank
TD
$174B
$1.43M 0.06%
17,910
+248
ITOT icon
300
iShares Core S&P Total US Stock Market ETF
ITOT
$86.4B
$1.43M 0.06%
9,831
10 11
12
13 14