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
426
$650K 0.04%
1,830
-37
427
$650K 0.04%
75,269
+38,468
428
$650K 0.04%
11,142
+2,780
429
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18,209
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430
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431
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3,183
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432
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4,518
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433
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434
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435
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436
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19,476
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437
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4,990
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438
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6,331
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439
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12,899
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440
$632K 0.04%
54,324
-8,352
441
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13,966
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442
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443
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19,363
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8,268
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445
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4,426
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446
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9,131
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$625K 0.04%
5,532
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448
$624K 0.04%
7,408
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449
$624K 0.04%
6,008
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450
$623K 0.04%
7,239
-225
16 17
18
19 20