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
276
$1.26M 0.08%
17,434
+1,120
277
$1.26M 0.08%
7,482
+28
278
$1.26M 0.08%
8,388
+96
279
$1.25M 0.08%
28,105
-286
280
$1.25M 0.08%
2,083
-33
281
$1.23M 0.08%
12,847
+511
282
$1.23M 0.08%
26,451
+3,727
283
$1.23M 0.08%
6,677
+1,160
284
$1.22M 0.08%
34,875
-1,483
285
$1.22M 0.08%
3,905
+24
286
$1.22M 0.08%
7,166
-93
287
$1.21M 0.08%
601
-1
288
$1.2M 0.08%
4,827
+178
289
$1.19M 0.08%
10,467
+604
290
$1.17M 0.08%
27,820
+730
291
$1.15M 0.07%
8,491
-377
292
$1.15M 0.07%
282,497
+122,795
293
$1.15M 0.07%
32,106
-345
294
$1.15M 0.07%
10,604
+89
295
$1.14M 0.07%
25,136
-395
296
$1.14M 0.07%
11,456
-1,956
297
$1.13M 0.07%
3,334
+224
298
$1.12M 0.07%
11,273
+321
299
$1.12M 0.07%
11,290
-2,847
300
$1.12M 0.07%
22,422
-928
10 11
12
13 14