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
376
$307K 0.06%
3,327
+186
377
$306K 0.06%
28,142
+4,267
378
$303K 0.06%
5,713
+792
379
$302K 0.06%
+7,983
380
$301K 0.06%
8,073
-60
381
$301K 0.06%
2,461
+139
382
$301K 0.06%
19,280
-1,225
383
$301K 0.06%
+5,704
384
$299K 0.06%
9,507
-1,747
385
$297K 0.06%
2,183
+49
386
$296K 0.06%
18,139
+748
387
$294K 0.06%
3,597
+93
388
$293K 0.06%
4,772
-274
389
$293K 0.06%
812
-8
390
$290K 0.06%
+5,422
391
$289K 0.06%
+7,044
392
$289K 0.06%
1,735
+120
393
$288K 0.06%
1,893
+25
394
$288K 0.06%
7,579
-2,229
395
$282K 0.06%
4,411
+72
396
$282K 0.06%
6,572
-100
397
$282K 0.06%
4,158
-254
398
$281K 0.06%
3,169
+266
399
$281K 0.06%
+9,872
400
$281K 0.06%
5,836
-48
14 15
16
17 18