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
326
$1M 0.06%
18,400
327
$999K 0.06%
7,745
-265
328
$995K 0.06%
5,743
+756
329
$993K 0.06%
148,930
+39,595
330
$977K 0.06%
193,923
+30,272
331
$970K 0.06%
13,204
-476
332
$969K 0.06%
12,681
-49
333
$965K 0.06%
24,089
+6,459
334
$957K 0.06%
7,470
+123
335
$956K 0.06%
20,130
336
$955K 0.06%
6,370
-28
337
$955K 0.06%
23,879
+1,860
338
$954K 0.06%
12,790
-858
339
$953K 0.06%
2,205
+4
340
$948K 0.06%
24,092
+811
341
$941K 0.06%
10,128
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342
$940K 0.06%
7,998
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343
$939K 0.06%
18,502
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344
$932K 0.06%
11,113
+2,213
345
$931K 0.06%
44,550
+2,203
346
$929K 0.06%
2,910
-616
347
$924K 0.06%
14,664
-446
348
$921K 0.06%
5,478
-1,709
349
$913K 0.06%
16,506
+2,405
350
$905K 0.06%
11,233
+778
12 13
14
15 16