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
451
$234K 0.05%
12,040
+224
452
$233K 0.05%
+1,697
453
$233K 0.05%
8,436
-131
454
$232K 0.05%
5,871
+191
455
$231K 0.05%
3,584
+413
456
$230K 0.05%
2,412
+140
457
$229K 0.05%
2,354
+57
458
$229K 0.05%
+15,196
459
$229K 0.05%
24,525
+8,529
460
$229K 0.05%
+5,400
461
$229K 0.05%
+7,910
462
$228K 0.05%
3,263
+865
463
$228K 0.05%
21,949
+2,460
464
$226K 0.05%
12,729
-838
465
$226K 0.05%
78,831
+1,726
466
$225K 0.05%
12,456
+469
467
$225K 0.05%
4,700
468
$224K 0.05%
3,079
+245
469
$224K 0.05%
5,384
+3,949
470
$223K 0.05%
7,699
+262
471
$222K 0.04%
+7,940
472
$222K 0.04%
13,006
+2,937
473
$220K 0.04%
+2,770
474
$219K 0.04%
+2,874
475
$219K 0.04%
+1,259
17 18
19
20 21