LNWWM
Laird Norton Wetherby Wealth Management Portfolio holdings
AUM
$2.25B
This Quarter Return
+13.22%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$2.25B
AUM Growth
–
Cap. Flow
+$2.25B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
32.27%
Holding
929
New
929
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$134M |
| 2 |
Microsoft
MSFT
|
$117M |
| 3 |
NVIDIA
NVDA
|
$110M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$96.3M |
| 5 |
Amazon
AMZN
|
$70.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 28.71% |
| 2 | Financials | 11.45% |
| 3 | Consumer Discretionary | 8.2% |
| 4 | Communication Services | 7.84% |
| 5 | Healthcare | 7.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Chunghwa Telecom
CHT
$33.8B
| $1.48M | 0.07% |
+31,651
| New | +$1.48M |
|
277
NetEase
NTES
$85.9B
| $1.46M | 0.07% |
+10,858
| New | +$1.46M |
|
278
Vanguard High Dividend Yield ETF
VYM
$63.8B
| $1.45M | 0.06% |
+10,911
| New | +$1.45M |
|
279
3M
MMM
$82.8B
| $1.43M | 0.06% |
+9,403
| New | +$1.43M |
|
280
Cameco
CCJ
$32.8B
| $1.43M | 0.06% |
+19,282
| New | +$1.43M |
|
281
Dimensional US Small Cap ETF
DFAS
$11.2B
| $1.43M | 0.06% |
+22,444
| New | +$1.43M |
|
282
EQT Corp
EQT
$32.4B
| $1.42M | 0.06% |
+24,368
| New | +$1.42M |
|
283
Fastenal
FAST
$57B
| $1.4M | 0.06% |
+33,426
| New | +$1.4M |
|
284
NRG Energy
NRG
$28.2B
| $1.4M | 0.06% |
+8,706
| New | +$1.4M |
|
285
Chipotle Mexican Grill
CMG
$56B
| $1.4M | 0.06% |
+24,850
| New | +$1.4M |
|
286
Canadian Pacific Kansas City
CP
$69.9B
| $1.39M | 0.06% |
+17,510
| New | +$1.39M |
|
287
Southern Company
SO
$102B
| $1.39M | 0.06% |
+15,095
| New | +$1.39M |
|
288
Ross Stores
ROST
$48.1B
| $1.38M | 0.06% |
+10,820
| New | +$1.38M |
|
289
HP
HPQ
$27.1B
| $1.38M | 0.06% |
+56,419
| New | +$1.38M |
|
290
Sun Life Financial
SLF
$32.8B
| $1.38M | 0.06% |
+20,700
| New | +$1.38M |
|
291
Phillips 66
PSX
$54B
| $1.37M | 0.06% |
+11,513
| New | +$1.37M |
|
292
Barclays
BCS
$68.6B
| $1.36M | 0.06% |
+73,193
| New | +$1.36M |
|
293
Williams Companies
WMB
$70.7B
| $1.36M | 0.06% |
+21,640
| New | +$1.36M |
|
294
Vanguard Total International Stock ETF
VXUS
$101B
| $1.36M | 0.06% |
+19,631
| New | +$1.36M |
|
295
Imperial Oil
IMO
$46.2B
| $1.34M | 0.06% |
+16,856
| New | +$1.34M |
|
296
Emerson Electric
EMR
$74.3B
| $1.34M | 0.06% |
+10,014
| New | +$1.34M |
|
297
Keysight
KEYS
$28.1B
| $1.33M | 0.06% |
+8,137
| New | +$1.33M |
|
298
Regeneron Pharmaceuticals
REGN
$61.5B
| $1.33M | 0.06% |
+2,530
| New | +$1.33M |
|
299
iShares Core S&P Total US Stock Market ETF
ITOT
$74.6B
| $1.33M | 0.06% |
+9,831
| New | +$1.33M |
|
300
Aegon
AEG
$12.3B
| $1.31M | 0.06% |
+181,151
| New | +$1.31M |
|