LNWWM
Laird Norton Wetherby Wealth Management Portfolio holdings
AUM
$2.45B
1 Year Est. Return
–
AUM
$2.45B
AUM Growth
+$203M
(+9%)
Holding
971
Top Buys
| 1 | +$6.75M | |
| 2 | +$3.87M | |
| 3 | +$1.95M | |
| 4 |
NVIDIA
NVDA
|
+$1.48M |
| 5 |
Broadcom
AVGO
|
+$1.43M |
Top Sells
| 1 | +$4.01M | |
| 2 | +$2.08M | |
| 3 | +$1.26M | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.07M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$1M |
Sector Composition
| 1 | Technology | 30% |
| 2 | Financials | 11.25% |
| 3 | Consumer Discretionary | 8.22% |
| 4 | Communication Services | 8.07% |
| 5 | Healthcare | 7.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Aegon
AEG
$12.6B
| $1.43M | 0.06% |
178,979
-2,172
|
|
||
302
Keysight
KEYS
$33.9B
| $1.42M | 0.06% |
8,137
|
|
||
303
Emerson Electric
EMR
$74.9B
| $1.42M | 0.06% |
10,793
+779
|
|
||
304
Regeneron Pharmaceuticals
REGN
$82B
| $1.42M | 0.06% |
2,518
-12
|
|
||
305
3M
MMM
$91.4B
| $1.41M | 0.06% |
9,080
-323
|
|
||
306
Pinduoduo
PDD
$165B
| $1.4M | 0.06% |
10,622
+22
|
|
||
307
Seagate
STX
$60.3B
| $1.4M | 0.06% |
5,930
+187
|
|
||
308
NRG Energy
NRG
$32.5B
| $1.4M | 0.06% |
8,643
-63
|
|
||
309
Chunghwa Telecom
CHT
$32.4B
| $1.4M | 0.06% |
32,076
+425
|
|
||
310
HP
HPQ
$22.8B
| $1.39M | 0.06% |
51,038
-5,381
|
|
||
311
Cenovus Energy
CVE
$33.7B
| $1.39M | 0.06% |
81,785
+2,009
|
|
||
312
Target
TGT
$41B
| $1.38M | 0.06% |
15,392
-1,414
|
|
||
313
NetApp
NTAP
$22.1B
| $1.38M | 0.06% |
11,636
+656
|
|
||
314
Williams Companies
WMB
$74.4B
| $1.38M | 0.06% |
21,748
+108
|
|
||
315
Inhibrx
INBX
$1.22B
| $1.37M | 0.06% |
40,656
|
|
||
316
General Dynamics
GD
$92.3B
| $1.37M | 0.06% |
4,011
+131
|
|
||
317
Vanguard Information Technology ETF
VGT
$113B
| $1.35M | 0.06% |
1,813
-60
|
|
||
318
Owens Corning
OC
$9.31B
| $1.35M | 0.06% |
9,567
+482
|
|
||
319
PayPal
PYPL
$58.7B
| $1.35M | 0.06% |
20,119
-360
|
|
||
320
TotalEnergies
TTE
$142B
| $1.34M | 0.05% |
22,471
-1,949
|
|
||
321
Sanofi
SNY
$121B
| $1.31M | 0.05% |
27,754
-11,533
|
|
||
322
Schwab Emerging Markets Equity ETF
SCHE
$11.4B
| $1.31M | 0.05% |
39,145
|
|
||
323
Philips
PHG
$26.8B
| $1.3M | 0.05% |
47,831
+110
|
|
||
324
Martin Marietta Materials
MLM
$37.6B
| $1.3M | 0.05% |
2,064
+122
|
|
||
325
Energy Select Sector SPDR Fund
XLE
$27.3B
| $1.3M | 0.05% |
14,499
+9,334
|
|