LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
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
+$540K
2
+$450K
3
+$348K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$348K
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$332K

Top Sells

1
+$1.6M
2
+$1.11M
3
+$757K
4
AVNT icon
Avient
AVNT
+$550K
5
COL
Rockwell Collins
COL
+$450K

Sector Composition

1 Financials 18.44%
2 Technology 15.27%
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
$204K 0.06%
+3,200
402
$203K 0.06%
4,497
-490
403
$203K 0.06%
91,296
-11,781
404
$202K 0.06%
12,787
-935
405
$201K 0.06%
+2,757
406
$201K 0.06%
+5,838
407
$179K 0.05%
42,768
-9,354
408
$176K 0.05%
5,151
-381
409
$174K 0.05%
30,544
-630
410
$164K 0.05%
13,486
+133
411
$161K 0.05%
17,916
-4,443
412
$159K 0.04%
13,520
-835
413
$157K 0.04%
10,055
-712
414
$149K 0.04%
11,240
-315
415
$148K 0.04%
34,852
+55
416
$135K 0.04%
6,164
-1,383
417
$113K 0.03%
15,996
-3,045
418
$107K 0.03%
12,054
-287
419
$104K 0.03%
+11,697
420
$102K 0.03%
10,288
-1,030
421
$101K 0.03%
10,295
+261
422
$89K 0.03%
1,017
-34
423
$85K 0.02%
1,477
+39
424
$81K 0.02%
10,606
425
$74K 0.02%
11,064
15 16
17
18 19