LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.25B
This Quarter Return
+6.2%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$2.19B
AUM Growth
+$70.4M
Cap. Flow
-$36.1M
Cap. Flow %
-1.65%
Top 10 Hldgs %
31.86%
Holding
950
New
37
Increased
263
Reduced
533
Closed
19

Top Buys

1
ANRO icon
Alto Neuroscience
ANRO
$963K
2
BND icon
Vanguard Total Bond Market
BND
$845K
3
JNJ icon
Johnson & Johnson
JNJ
$826K
4
NVDA icon
NVIDIA
NVDA
$667K
5
AON icon
Aon
AON
$663K

Top Sells

1
VTI icon
Vanguard Total Stock Market ETF
VTI
$3.84M
2
AMZN icon
Amazon
AMZN
$3.25M
3
MSFT icon
Microsoft
MSFT
$2.7M
4
AAPL icon
Apple
AAPL
$2.16M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
$1.32M

Sector Composition

1 Technology 28.78%
2 Financials 10.09%
3 Healthcare 9.36%
4 Consumer Discretionary 8.27%
5 Communication Services 7.01%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
DHI icon
276
D.R. Horton
DHI
$54.2B
$1.49M 0.07%
7,785
-580
-7% -$111K
BMO icon
277
Bank of Montreal
BMO
$90.3B
$1.48M 0.07%
16,358
-1,506
-8% -$136K
NTAP icon
278
NetApp
NTAP
$23.7B
$1.47M 0.07%
11,925
-120
-1% -$14.8K
FDX icon
279
FedEx
FDX
$53.7B
$1.47M 0.07%
5,365
-285
-5% -$78K
AVDE icon
280
Avantis International Equity ETF
AVDE
$8.78B
$1.46M 0.07%
21,850
– –
URI icon
281
United Rentals
URI
$62.7B
$1.44M 0.07%
1,783
+7
+0.4% +$5.67K
MMM icon
282
3M
MMM
$82.7B
$1.44M 0.07%
10,541
-637
-6% -$87.1K
COF icon
283
Capital One
COF
$142B
$1.42M 0.06%
9,485
-122
-1% -$18.3K
HUM icon
284
Humana
HUM
$37B
$1.4M 0.06%
4,407
-252
-5% -$79.8K
ABNB icon
285
Airbnb
ABNB
$75.8B
$1.39M 0.06%
10,983
-968
-8% -$123K
BDX icon
286
Becton Dickinson
BDX
$55.1B
$1.38M 0.06%
5,705
-273
-5% -$65.8K
VYM icon
287
Vanguard High Dividend Yield ETF
VYM
$64.2B
$1.37M 0.06%
10,690
+121
+1% +$15.5K
KBH icon
288
KB Home
KBH
$4.63B
$1.37M 0.06%
15,937
+1,044
+7% +$89.5K
IUSB icon
289
iShares Core Total USD Bond Market ETF
IUSB
$34.2B
$1.36M 0.06%
28,934
+195
+0.7% +$9.19K
IMO icon
290
Imperial Oil
IMO
$44.4B
$1.36M 0.06%
19,249
-231
-1% -$16.3K
WPM icon
291
Wheaton Precious Metals
WPM
$47.3B
$1.34M 0.06%
21,929
-324
-1% -$19.8K
CHT icon
292
Chunghwa Telecom
CHT
$34.3B
$1.34M 0.06%
33,697
-5,530
-14% -$219K
JHX icon
293
James Hardie Industries plc
JHX
$11.7B
$1.33M 0.06%
33,114
-394
-1% -$15.8K
APO icon
294
Apollo Global Management
APO
$75.3B
$1.32M 0.06%
10,541
-186
-2% -$23.2K
FLOT icon
295
iShares Floating Rate Bond ETF
FLOT
$9.12B
$1.28M 0.06%
25,065
-395
-2% -$20.2K
LNG icon
296
Cheniere Energy
LNG
$51.8B
$1.28M 0.06%
7,102
-42
-0.6% -$7.55K
SLF icon
297
Sun Life Financial
SLF
$32.4B
$1.27M 0.06%
21,969
-344
-2% -$20K
ASX icon
298
ASE Group
ASX
$22.8B
$1.27M 0.06%
130,329
-7,606
-6% -$74.2K
VXUS icon
299
Vanguard Total International Stock ETF
VXUS
$102B
$1.26M 0.06%
19,490
+1,144
+6% +$74.1K
GEV icon
300
GE Vernova
GEV
$158B
$1.25M 0.06%
4,913
+48
+1% +$12.2K
10 11
12
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