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
WCC icon
451
WESCO International
WCC
$13B
$754K 0.03%
3,567
+72
ED icon
452
Consolidated Edison
ED
$35.6B
$753K 0.03%
7,493
+350
IEF icon
453
iShares 7-10 Year Treasury Bond ETF
IEF
$45.1B
$748K 0.03%
7,754
HSIC icon
454
Henry Schein
HSIC
$8.82B
$746K 0.03%
11,234
+121
DD icon
455
DuPont de Nemours
DD
$16.8B
$744K 0.03%
9,555
-7
TYG
456
Tortoise Energy Infrastructure Corp
TYG
$932M
$742K 0.03%
17,220
+8,610
BRK.B icon
457
Berkshire Hathaway Class B
BRK.B
$1.11T
$742K 0.03%
1,475
LI icon
458
Li Auto
LI
$18B
$733K 0.03%
28,922
-536
ILMN icon
459
Illumina
ILMN
$19.9B
$732K 0.03%
7,711
-144
DFAC icon
460
Dimensional US Core Equity 2 ETF
DFAC
$39.7B
$731K 0.03%
18,948
VEEV icon
461
Veeva Systems
VEEV
$39.7B
$731K 0.03%
2,453
-42
BXP icon
462
Boston Properties
BXP
$11.4B
$726K 0.03%
9,761
-540
PRU icon
463
Prudential Financial
PRU
$38.1B
$725K 0.03%
6,989
-600
AIG icon
464
American International
AIG
$41.4B
$724K 0.03%
9,222
-83
FERG icon
465
Ferguson
FERG
$50.4B
$712K 0.03%
3,169
+157
VNO icon
466
Vornado Realty Trust
VNO
$7.04B
$709K 0.03%
17,504
+962
RBRK icon
467
Rubrik
RBRK
$13.6B
$704K 0.03%
8,563
+3,430
PKX icon
468
POSCO
PKX
$16.1B
$704K 0.03%
14,312
-327
SPDV icon
469
AAM S&P 500 High Dividend Value ETF
SPDV
$75.3M
$695K 0.03%
20,000
+10,000
ENIC icon
470
Enel Chile
ENIC
$5.33B
$693K 0.03%
178,268
+49,535
BP icon
471
BP
BP
$93.2B
$689K 0.03%
20,006
-380
HACK icon
472
Amplify Cybersecurity ETF
HACK
$2.18B
$689K 0.03%
7,940
+3,025
OVV icon
473
Ovintiv
OVV
$10.6B
$689K 0.03%
17,060
+552
EDU icon
474
New Oriental
EDU
$8.46B
$688K 0.03%
12,965
-33
CNQ icon
475
Canadian Natural Resources
CNQ
$70.8B
$688K 0.03%
21,527
-3,708
17 18
19
20 21