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
$354M
AUM Growth
+$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1
+$584K
2
+$463K
3
+$348K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$347K
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$333K

Top Sells

1
+$1.6M
2
+$1.11M
3
+$951K
4
AVNT icon
Avient
AVNT
+$550K
5
INTC icon
Intel
INTC
+$473K

Sector Composition

1 Financials 18.62%
2 Technology 15.31%
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
401
$205K 0.06%
4,268
-154
402
$204K 0.06%
+3,200
403
$203K 0.06%
91,296
-11,781
404
$203K 0.06%
4,497
-490
405
$202K 0.06%
12,787
-935
406
$201K 0.06%
+2,757
407
$201K 0.06%
+5,838
408
$179K 0.05%
42,768
-9,354
409
$176K 0.05%
5,151
-381
410
$174K 0.05%
30,544
-630
411
$164K 0.05%
13,486
+133
412
$161K 0.05%
17,916
-4,443
413
$159K 0.04%
13,520
-835
414
$157K 0.04%
10,055
-712
415
$149K 0.04%
11,240
-315
416
$148K 0.04%
34,852
+55
417
$135K 0.04%
4,109
-922
418
$113K 0.03%
15,996
-3,045
419
$107K 0.03%
12,054
-287
420
$104K 0.03%
+11,697
421
$102K 0.03%
10,288
-1,030
422
$101K 0.03%
10,295
+261
423
$89K 0.03%
1,017
-34
424
$85K 0.02%
1,477
+39
425
$81K 0.02%
10,606
15 16
17
18 19