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
$354M
AUM Growth
+$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1
+$540K
2
+$450K
3
+$348K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$348K
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$332K

Top Sells

1
+$1.6M
2
+$1.11M
3
+$757K
4
AVNT icon
Avient
AVNT
+$550K
5
COL
Rockwell Collins
COL
+$450K

Sector Composition

1 Financials 18.44%
2 Technology 15.27%
3 Healthcare 14.62%
4 Energy 9.25%
5 Consumer Staples 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$330K 0.09%
6,298
-60
277
$329K 0.09%
3,961
-57
278
$329K 0.09%
10,582
-1,360
279
$329K 0.09%
98,210
-3,475
280
$329K 0.09%
9,842
-11,628
281
$326K 0.09%
24,948
-4,698
282
$326K 0.09%
19,088
-3,960
283
$325K 0.09%
8,106
-66
284
$319K 0.09%
14,471
+409
285
$318K 0.09%
6,671
-132
286
$317K 0.09%
3,614
-17
287
$313K 0.09%
8,257
-426
288
$311K 0.09%
25,755
-2,848
289
$311K 0.09%
16,077
-1,123
290
$310K 0.09%
4,210
-67
291
$308K 0.09%
13,671
-2,160
292
$308K 0.09%
7,269
+23
293
$308K 0.09%
13,489
-1,587
294
$304K 0.09%
3,373
-11
295
$303K 0.09%
6,242
+939
296
$300K 0.08%
24,256
-788
297
$299K 0.08%
9,520
+98
298
$297K 0.08%
2,477
-312
299
$297K 0.08%
4,096
+10
300
$295K 0.08%
8,800
-1,404
10 11
12
13 14