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
426
$254K 0.05%
+9,740
427
$254K 0.05%
16,084
+3,743
428
$253K 0.05%
20,816
+2,303
429
$252K 0.05%
5,354
+287
430
$252K 0.05%
5,321
+60
431
$252K 0.05%
14,189
+2,775
432
$251K 0.05%
5,381
+196
433
$250K 0.05%
+3,338
434
$250K 0.05%
8,219
-36
435
$248K 0.05%
4,964
+322
436
$245K 0.05%
10,128
+572
437
$243K 0.05%
+3,361
438
$242K 0.05%
15,574
+2,473
439
$242K 0.05%
4,614
-125
440
$241K 0.05%
6,210
-1,755
441
$240K 0.05%
31,448
+3,950
442
$240K 0.05%
3,318
-43
443
$240K 0.05%
5,564
+208
444
$240K 0.05%
+8,743
445
$237K 0.05%
+4,138
446
$237K 0.05%
128,116
+15,539
447
$236K 0.05%
2,800
+60
448
$236K 0.05%
+5,871
449
$235K 0.05%
+4,875
450
$235K 0.05%
5,075
-96
16 17
18
19 20