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
301
$1.12M 0.07%
4,204
+241
302
$1.11M 0.07%
25,727
+578
303
$1.11M 0.07%
6,880
-825
304
$1.1M 0.07%
10,683
-825
305
$1.09M 0.07%
6,277
306
$1.08M 0.07%
13,279
-271
307
$1.08M 0.07%
24,560
+1,656
308
$1.07M 0.07%
13,990
-1,525
309
$1.07M 0.07%
3,808
-108
310
$1.07M 0.07%
5,964
+89
311
$1.06M 0.07%
7,608
+52
312
$1.06M 0.07%
2,598
+228
313
$1.05M 0.07%
6,595
-608
314
$1.05M 0.07%
18,137
-3,902
315
$1.04M 0.07%
13,496
-526
316
$1.04M 0.07%
27,286
-429
317
$1.03M 0.07%
20,299
+150
318
$1.03M 0.07%
25,809
+838
319
$1.02M 0.07%
90,304
+10,213
320
$1.02M 0.07%
5,440
+56
321
$1.01M 0.07%
7,836
+550
322
$1.01M 0.07%
25,949
+1,817
323
$1.01M 0.06%
3,459
+42
324
$1M 0.06%
26,433
+5,738
325
$1M 0.06%
17,073
+452
11 12
13
14 15