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
301
$416K 0.08%
22,000
302
$414K 0.08%
30,480
+285
303
$414K 0.08%
8,663
-791
304
$407K 0.08%
10,185
+4,253
305
$406K 0.08%
8,523
+6
306
$406K 0.08%
31,026
+10,482
307
$403K 0.08%
7,512
+118
308
$401K 0.08%
12,071
+1,338
309
$399K 0.08%
10,176
+691
310
$399K 0.08%
10,588
+339
311
$390K 0.08%
10,051
-586
312
$383K 0.08%
2,415
+71
313
$382K 0.08%
3,601
+59
314
$381K 0.08%
4,037
+239
315
$380K 0.08%
48,450
+13,480
316
$378K 0.08%
7,487
+725
317
$377K 0.08%
55,537
+11,869
318
$376K 0.08%
7,323
+394
319
$373K 0.08%
6,890
-214
320
$371K 0.08%
7,776
-1,432
321
$371K 0.08%
11,622
+918
322
$370K 0.07%
4,755
+959
323
$370K 0.07%
6,875
-635
324
$369K 0.07%
29,053
+1,853
325
$364K 0.07%
12,265
+1,607
11 12
13
14 15