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
276
$471K 0.1%
19,934
+543
277
$469K 0.09%
18,467
-400
278
$468K 0.09%
63,195
+5,122
279
$466K 0.09%
19,217
-1,339
280
$464K 0.09%
11,962
+562
281
$449K 0.09%
7,945
+2,032
282
$448K 0.09%
24,920
-292
283
$446K 0.09%
15,454
+2,024
284
$445K 0.09%
4,310
+69
285
$442K 0.09%
11,062
+884
286
$441K 0.09%
4,220
+21
287
$440K 0.09%
5,447
+121
288
$438K 0.09%
130,290
+33,972
289
$436K 0.09%
19,197
+1,363
290
$434K 0.09%
13,252
-273
291
$431K 0.09%
9,419
-87
292
$427K 0.09%
73,780
+25,642
293
$426K 0.09%
11,606
+149
294
$425K 0.09%
7,338
+458
295
$423K 0.09%
6,564
+335
296
$423K 0.09%
5,296
+176
297
$421K 0.09%
8,256
+52
298
$420K 0.09%
4,322
+238
299
$418K 0.08%
4,902
+239
300
$417K 0.08%
17,022
+9,390
10 11
12
13 14