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
401
$280K 0.06%
11,439
+1,102
402
$280K 0.06%
4,717
+157
403
$280K 0.06%
24,363
+3,972
404
$278K 0.06%
5,666
-311
405
$277K 0.06%
1,459
+260
406
$276K 0.06%
3,615
-410
407
$276K 0.06%
10,099
+2,472
408
$276K 0.06%
10,750
+2,956
409
$275K 0.06%
27,862
+1,488
410
$274K 0.06%
33,409
-20,473
411
$272K 0.06%
6,353
+435
412
$272K 0.06%
+5,249
413
$271K 0.05%
3,111
+669
414
$270K 0.05%
7,050
+756
415
$270K 0.05%
13,224
+1,253
416
$270K 0.05%
5,112
+630
417
$269K 0.05%
2,146
-262
418
$268K 0.05%
4,521
-244
419
$268K 0.05%
6,057
+553
420
$267K 0.05%
43,820
+4,449
421
$265K 0.05%
+6,008
422
$259K 0.05%
+2,540
423
$258K 0.05%
5,289
+107
424
$255K 0.05%
2,074
+8
425
$254K 0.05%
10,611
+3,050
15 16
17
18 19