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

Top Buys

1
+$6.75M
2
+$3.87M
3
+$1.95M
4
NVDA icon
NVIDIA
NVDA
+$1.48M
5
AVGO icon
Broadcom
AVGO
+$1.43M

Top Sells

1
+$4.01M
2
+$2.08M
3
+$1.26M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.07M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1M

Sector Composition

1 Technology 30%
2 Financials 11.25%
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
$21.8B
$837K 0.03%
31,833
LYFT icon
427
Lyft
LYFT
$8.57B
$825K 0.03%
37,492
-94,650
NWG icon
428
NatWest
NWG
$67.2B
$821K 0.03%
58,022
+1,028
SYY icon
429
Sysco
SYY
$36.2B
$821K 0.03%
9,969
+750
IAU icon
430
iShares Gold Trust
IAU
$65.9B
$815K 0.03%
11,205
+355
SU icon
431
Suncor Energy
SU
$53.9B
$815K 0.03%
19,488
-1,555
GRMN icon
432
Garmin
GRMN
$37.7B
$811K 0.03%
3,293
+219
RMD icon
433
ResMed
RMD
$36.8B
$810K 0.03%
2,959
+99
VST icon
434
Vistra
VST
$59.3B
$809K 0.03%
4,130
+309
AXON icon
435
Axon Enterprise
AXON
$41.9B
$809K 0.03%
1,127
+11
MSCI icon
436
MSCI
MSCI
$42.2B
$808K 0.03%
1,424
+17
EOG icon
437
EOG Resources
EOG
$59.3B
$807K 0.03%
7,202
+88
TPR icon
438
Tapestry
TPR
$22.7B
$807K 0.03%
7,125
-52
RRC icon
439
Range Resources
RRC
$9.34B
$806K 0.03%
21,419
+206
VMBS icon
440
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.4B
$803K 0.03%
17,090
EXC icon
441
Exelon
EXC
$46.4B
$797K 0.03%
17,697
+1,092
MFC icon
442
Manulife Financial
MFC
$59.9B
$796K 0.03%
25,542
-1,569
DLN icon
443
WisdomTree US LargeCap Dividend Fund
DLN
$5.54B
$795K 0.03%
9,135
+52
MTD icon
444
Mettler-Toledo International
MTD
$30.2B
$783K 0.03%
638
+2
MOS icon
445
The Mosaic Company
MOS
$7.94B
$776K 0.03%
22,383
+1,405
B
446
Barrick Mining
B
$71.8B
$774K 0.03%
23,607
+142
VSS icon
447
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.69B
$772K 0.03%
5,419
CHKP icon
448
Check Point Software Technologies
CHKP
$20.1B
$769K 0.03%
3,715
-70
RF icon
449
Regions Financial
RF
$22.4B
$763K 0.03%
28,917
+899
HBAN icon
450
Huntington Bancshares
HBAN
$25.8B
$757K 0.03%
43,838
+904
16 17
18
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