LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$354M
AUM Growth
+$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1
+$540K
2
+$450K
3
+$348K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$348K
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$332K

Top Sells

1
+$1.6M
2
+$1.11M
3
+$757K
4
AVNT icon
Avient
AVNT
+$550K
5
COL
Rockwell Collins
COL
+$450K

Sector Composition

1 Financials 18.44%
2 Technology 15.27%
3 Healthcare 14.62%
4 Energy 9.25%
5 Consumer Staples 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$239K 0.07%
6,315
-419
352
$238K 0.07%
11,408
+1,100
353
$237K 0.07%
4,700
+47
354
$236K 0.07%
4,236
-159
355
$235K 0.07%
6,490
-136
356
$235K 0.07%
3,528
-186
357
$234K 0.07%
6,671
-1,339
358
$233K 0.07%
2,225
+116
359
$232K 0.07%
2,346
-154
360
$231K 0.07%
16,143
-43
361
$230K 0.06%
39,873
-736
362
$229K 0.06%
21,572
+1,218
363
$229K 0.06%
3,129
-182
364
$229K 0.06%
7,388
+104
365
$228K 0.06%
+6,035
366
$227K 0.06%
3,391
367
$227K 0.06%
4,151
-84
368
$227K 0.06%
6,350
-2,110
369
$227K 0.06%
+36,120
370
$226K 0.06%
1,805
+48
371
$226K 0.06%
4,507
-256
372
$225K 0.06%
6,282
-550
373
$222K 0.06%
4,652
+96
374
$222K 0.06%
3,127
+10
375
$222K 0.06%
+2,214
13 14
15
16 17