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 | |
|---|---|---|---|---|---|---|
301
Technology Select Sector SPDR Fund
XLK
$83.1B
| $1.31M | 0.06% |
+5,162
| New | +$1.31M |
|
302
Toronto Dominion Bank
TD
$128B
| $1.3M | 0.06% |
+17,662
| New | +$1.3M |
|
303
Newmont
NEM
$83.3B
| $1.29M | 0.06% |
+22,062
| New | +$1.29M |
|
304
Canadian National Railway
CNI
$60.4B
| $1.26M | 0.06% |
+12,158
| New | +$1.26M |
|
305
iShares Floating Rate Bond ETF
FLOT
$9.11B
| $1.26M | 0.06% |
+24,670
| New | +$1.26M |
|
306
Baker Hughes
BKR
$44.8B
| $1.26M | 0.06% |
+32,801
| New | +$1.26M |
|
307
CrowdStrike
CRWD
$104B
| $1.26M | 0.06% |
+2,468
| New | +$1.26M |
|
308
Welltower
WELL
$113B
| $1.25M | 0.06% |
+8,139
| New | +$1.25M |
|
309
Owens Corning
OC
$12.6B
| $1.25M | 0.06% |
+9,085
| New | +$1.25M |
|
310
Tencent Music
TME
$37.8B
| $1.25M | 0.06% |
+64,054
| New | +$1.25M |
|
311
British American Tobacco
BTI
$121B
| $1.25M | 0.06% |
+26,374
| New | +$1.25M |
|
312
Deutsche Bank
DB
$66.9B
| $1.25M | 0.06% |
+42,561
| New | +$1.25M |
|
313
Vanguard Information Technology ETF
VGT
$98.6B
| $1.24M | 0.06% |
+1,873
| New | +$1.24M |
|
314
Vanguard Small-Cap ETF
VB
$66.1B
| $1.23M | 0.05% |
+5,186
| New | +$1.23M |
|
315
XPeng
XPEV
$19.8B
| $1.22M | 0.05% |
+68,109
| New | +$1.22M |
|
|
NXDR
316
Nextdoor Holdings
NXDR
$794M
| $1.2M | 0.05% |
+722,489
| New | +$1.2M |
|
317
Mizuho Financial
MFG
$81.4B
| $1.19M | 0.05% |
+213,671
| New | +$1.19M |
|
318
Zoetis
ZTS
$69.3B
| $1.19M | 0.05% |
+7,599
| New | +$1.19M |
|
319
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
| $1.18M | 0.05% |
+39,145
| New | +$1.18M |
|
320
Applovin
APP
$163B
| $1.18M | 0.05% |
+3,370
| New | +$1.18M |
|
321
Darden Restaurants
DRI
$24.1B
| $1.18M | 0.05% |
+5,393
| New | +$1.18M |
|
322
NetApp
NTAP
$22.5B
| $1.17M | 0.05% |
+10,980
| New | +$1.17M |
|
323
Freeport-McMoran
FCX
$64.5B
| $1.17M | 0.05% |
+26,952
| New | +$1.17M |
|
324
Cintas
CTAS
$84.6B
| $1.16M | 0.05% |
+5,197
| New | +$1.16M |
|
325
Philips
PHG
$25.7B
| $1.14M | 0.05% |
+47,721
| New | +$1.14M |
|