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
401
$721K 0.05%
24,421
+1,812
402
$721K 0.05%
10,261
-1,322
403
$717K 0.05%
23,560
+3,188
404
$715K 0.05%
26,422
-2,415
405
$708K 0.05%
16,706
+378
406
$706K 0.05%
21,197
+1,734
407
$704K 0.05%
22,030
-813
408
$703K 0.05%
9,958
+2,804
409
$700K 0.05%
5,517
-1,516
410
$699K 0.04%
32,440
+798
411
$697K 0.04%
13,467
+7,052
412
$693K 0.04%
16,660
413
$690K 0.04%
10,914
+725
414
$687K 0.04%
27,955
+1,308
415
$682K 0.04%
11,924
-98
416
$679K 0.04%
10,159
+139
417
$677K 0.04%
42,127
+6,927
418
$675K 0.04%
11,577
+1,447
419
$673K 0.04%
11,213
-1,007
420
$668K 0.04%
3,207
-1,280
421
$664K 0.04%
19,624
-1,038
422
$662K 0.04%
4,995
-302
423
$659K 0.04%
10,973
+2,605
424
$654K 0.04%
7,890
+229
425
$651K 0.04%
11,447
-837
15 16
17
18 19