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
351
$334K 0.07%
4,909
+918
352
$333K 0.07%
+2,301
353
$332K 0.07%
7,258
+507
354
$332K 0.07%
1,524
355
$331K 0.07%
23,473
+6,608
356
$330K 0.07%
10,805
+1,590
357
$328K 0.07%
13,800
+439
358
$327K 0.07%
+4,695
359
$327K 0.07%
12,447
-71
360
$323K 0.07%
2,949
+274
361
$323K 0.07%
4,272
+282
362
$323K 0.07%
7,956
+1,916
363
$323K 0.07%
4,326
+119
364
$322K 0.07%
4,793
+74
365
$322K 0.07%
766
-4
366
$321K 0.06%
4,170
+556
367
$319K 0.06%
+1,807
368
$319K 0.06%
7,025
+804
369
$319K 0.06%
6,722
+1,790
370
$317K 0.06%
36,816
371
$316K 0.06%
6,717
+54
372
$314K 0.06%
5,138
-866
373
$313K 0.06%
8,020
+592
374
$313K 0.06%
13,187
+1,082
375
$311K 0.06%
4,840
+28
13 14
15
16 17