LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
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
+$11M
2
+$3.69M
3
+$2.78M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.17M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.88M

Top Sells

1
+$2.74M
2
+$2.34M
3
+$1.71M
4
GL icon
Globe Life
GL
+$1.07M
5
DHR icon
Danaher
DHR
+$1.04M

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
451
$621K 0.04%
3,293
+71
452
$620K 0.04%
7,605
-24
453
$619K 0.04%
54,966
-5,699
454
$618K 0.04%
5,899
+2,478
455
$613K 0.04%
10,004
+1,701
456
$611K 0.04%
4,818
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457
$609K 0.04%
9,599
+1,526
458
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12,425
-778
459
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11,369
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460
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5,312
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461
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130,358
-33,517
462
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4,799
-263
463
$599K 0.04%
15,038
+961
464
$598K 0.04%
11,865
+1,235
465
$598K 0.04%
15,708
466
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2,851
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467
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15,865
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468
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18,652
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469
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2,581
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470
$588K 0.04%
4,146
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471
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55,124
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472
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6,848
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473
$580K 0.04%
2,188
-44
474
$576K 0.04%
23,030
-356
475
$575K 0.04%
4,361
-453
17 18
19
20 21