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
351
$901K 0.06%
11,279
-95
352
$890K 0.06%
42,458
-6,052
353
$867K 0.06%
8,855
+2,731
354
$867K 0.06%
12,629
+842
355
$862K 0.06%
11,869
+1,043
356
$859K 0.06%
5,183
+305
357
$858K 0.06%
36,215
+24,047
358
$856K 0.05%
24,333
+951
359
$853K 0.05%
13,900
+68
360
$850K 0.05%
3,001
+390
361
$844K 0.05%
11,060
-147
362
$838K 0.05%
284,141
+35,549
363
$834K 0.05%
6,030
-1,225
364
$828K 0.05%
24,206
-168
365
$827K 0.05%
5,830
+321
366
$818K 0.05%
2,468
-362
367
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2,913
-303
368
$813K 0.05%
12,376
-996
369
$806K 0.05%
19,546
+840
370
$804K 0.05%
1,729
-145
371
$804K 0.05%
24,440
+355
372
$802K 0.05%
16,455
+998
373
$801K 0.05%
49,755
-5,815
374
$801K 0.05%
23,069
+4,189
375
$791K 0.05%
6,446
-433
13 14
15
16 17