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
326
$362K 0.07%
3,631
+336
327
$362K 0.07%
4,670
-70
328
$361K 0.07%
5,657
+135
329
$361K 0.07%
11,529
+3,126
330
$358K 0.07%
5,273
+26
331
$356K 0.07%
12,227
-6,121
332
$355K 0.07%
3,856
+331
333
$355K 0.07%
6,887
+238
334
$352K 0.07%
20,964
+2,469
335
$351K 0.07%
12,647
+3,308
336
$350K 0.07%
2,949
+401
337
$350K 0.07%
22,246
-88
338
$349K 0.07%
2,807
+7
339
$348K 0.07%
18,645
+3,015
340
$346K 0.07%
19,645
-2,812
341
$345K 0.07%
7,016
-460
342
$343K 0.07%
4,549
+149
343
$343K 0.07%
37,050
-545
344
$341K 0.07%
187,525
+15,498
345
$340K 0.07%
5,283
+188
346
$340K 0.07%
7,305
+88
347
$339K 0.07%
5,313
+215
348
$338K 0.07%
2,679
+239
349
$337K 0.07%
4,473
+44
350
$336K 0.07%
7,967
+147
12 13
14
15 16