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
376
$790K 0.05%
18,271
+3,165
377
$790K 0.05%
55,599
+4,926
378
$787K 0.05%
28,340
-362
379
$786K 0.05%
49,261
-1,606
380
$778K 0.05%
11,793
+87
381
$777K 0.05%
6,489
+254
382
$774K 0.05%
6,414
+364
383
$771K 0.05%
8,124
-242
384
$763K 0.05%
8,991
+37
385
$763K 0.05%
8,137
-207
386
$762K 0.05%
2,753
+667
387
$760K 0.05%
6,224
+570
388
$756K 0.05%
6,076
389
$751K 0.05%
31,748
+300
390
$748K 0.05%
3,889
+260
391
$747K 0.05%
9,313
-1,747
392
$746K 0.05%
2,403
-132
393
$746K 0.05%
3,168
+381
394
$741K 0.05%
8,310
-282
395
$740K 0.05%
26,650
-2,050
396
$733K 0.05%
116,965
+1,866
397
$732K 0.05%
51,935
+763
398
$725K 0.05%
11,053
+1,128
399
$723K 0.05%
42,906
-1,504
400
$721K 0.05%
3,667
+219
14 15
16
17 18