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
$2.45B
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$6.64M
2
+$3.48M
3
+$1.87M
4
NVDA icon
NVIDIA
NVDA
+$1.38M
5
AVGO icon
Broadcom
AVGO
+$1.33M

Top Sells

1
+$3.56M
2
+$1.58M
3
+$1.26M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.07M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$954K

Sector Composition

1 Technology 29.98%
2 Financials 11.26%
3 Consumer Discretionary 8.22%
4 Communication Services 8.07%
5 Healthcare 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FNDX icon
426
Schwab Fundamental US Large Company Index ETF
FNDX
$25B
$837K 0.03%
31,833
LYFT icon
427
Lyft
LYFT
$5.62B
$825K 0.03%
37,492
-94,650
NWG icon
428
NatWest
NWG
$66.4B
$821K 0.03%
58,022
+1,028
SYY icon
429
Sysco
SYY
$35.4B
$821K 0.03%
9,969
+750
IAU icon
430
iShares Gold Trust
IAU
$76.8B
$815K 0.03%
11,205
+355
SU icon
431
Suncor Energy
SU
$75.7B
$815K 0.03%
19,488
-1,555
GRMN icon
432
Garmin
GRMN
$50.9B
$811K 0.03%
3,293
+219
RMD icon
433
ResMed
RMD
$32.7B
$810K 0.03%
2,959
+99
VST icon
434
Vistra
VST
$56B
$809K 0.03%
4,130
+309
AXON icon
435
Axon Enterprise
AXON
$31.6B
$809K 0.03%
1,127
+11
MSCI icon
436
MSCI
MSCI
$41.3B
$808K 0.03%
1,424
+17
EOG icon
437
EOG Resources
EOG
$71.8B
$807K 0.03%
7,202
+88
TPR icon
438
Tapestry
TPR
$30.5B
$807K 0.03%
7,125
-52
RRC icon
439
Range Resources
RRC
$9.95B
$806K 0.03%
21,419
+206
VMBS icon
440
Vanguard Mortgage-Backed Securities ETF
VMBS
$15B
$803K 0.03%
17,090
EXC icon
441
Exelon
EXC
$48.7B
$797K 0.03%
17,697
+1,092
MFC icon
442
Manulife Financial
MFC
$64.8B
$796K 0.03%
25,542
-1,569
DLN icon
443
WisdomTree US LargeCap Dividend Fund
DLN
$5.9B
$795K 0.03%
9,135
+52
MTD icon
444
Mettler-Toledo International
MTD
$26.1B
$783K 0.03%
638
+2
MOS icon
445
The Mosaic Company
MOS
$7.85B
$776K 0.03%
22,383
+1,405
B
446
Barrick Mining
B
$71B
$774K 0.03%
23,607
+142
VSS icon
447
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.5B
$772K 0.03%
5,419
CHKP icon
448
Check Point Software Technologies
CHKP
$14.3B
$769K 0.03%
3,715
-70
RF icon
449
Regions Financial
RF
$23.9B
$763K 0.03%
28,917
+899
HBAN icon
450
Huntington Bancshares
HBAN
$33.8B
$757K 0.03%
43,838
+904
16 17
18
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