LNWWM
Laird Norton Wetherby Wealth Management Portfolio holdings
AUM
$2.45B
1 Year Est. Return
–
AUM
$2.45B
AUM Growth
+$203M
(+9%)
Holding
971
Top Buys
| 1 | +$6.75M | |
| 2 | +$3.87M | |
| 3 | +$1.95M | |
| 4 |
NVIDIA
NVDA
|
+$1.48M |
| 5 |
Broadcom
AVGO
|
+$1.43M |
Top Sells
| 1 | +$4.01M | |
| 2 | +$2.08M | |
| 3 | +$1.26M | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.07M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
26
Costco
COST
$405B
| $12M | 0.49% |
12,932
+11
|
|
||
27
Walmart
WMT
$881B
| $11.9M | 0.49% |
115,548
+774
|
|
||
28
iShares S&P 500 Value ETF
IVE
$47.2B
| $11.8M | 0.48% |
57,033
+2,356
|
|
||
29
ASML
ASML
$411B
| $10.6M | 0.43% |
10,937
-57
|
|
||
30
AbbVie
ABBV
$402B
| $10.4M | 0.42% |
44,878
+199
|
|
||
31
TE Connectivity
TEL
$66.5B
| $10.3M | 0.42% |
46,931
-544
|
|
||
32
Vanguard FTSE Emerging Markets ETF
VWO
$104B
| $10.2M | 0.42% |
188,261
+1,836
|
|
||
33
iShares Global Infrastructure ETF
IGF
$8.95B
| $9.85M | 0.4% |
161,172
+21,229
|
|
||
34
Goldman Sachs
GS
$248B
| $9.65M | 0.39% |
12,118
+115
|
|
||
35
Bank of America
BAC
$392B
| $9.27M | 0.38% |
179,777
+1,272
|
|
||
36
iShares Russell 1000 ETF
IWB
$45.5B
| $8.81M | 0.36% |
24,105
+2,564
|
|
||
37
Abbott
ABT
$224B
| $8.79M | 0.36% |
65,624
+4,237
|
|
||
38
Arista Networks
ANET
$165B
| $8.33M | 0.34% |
57,171
-1,426
|
|
||
39
American Express
AXP
$252B
| $7.94M | 0.32% |
23,919
+386
|
|
||
40
Cisco
CSCO
$304B
| $7.88M | 0.32% |
115,155
+1,694
|
|
||
41
Exxon Mobil
XOM
$489B
| $7.8M | 0.32% |
69,207
+2,084
|
|
||
42
Vanguard Total Bond Market
BND
$143B
| $7.67M | 0.31% |
103,160
+1,196
|
|
||
43
UnitedHealth
UNH
$299B
| $7.52M | 0.31% |
21,774
+750
|
|
||
44
iShares Russell 3000 ETF
IWV
$18.2B
| $7.48M | 0.31% |
19,729
-1,303
|
|
||
45
Procter & Gamble
PG
$346B
| $7.36M | 0.3% |
47,896
-2,585
|
|
||
46
Advanced Micro Devices
AMD
$354B
| $7.16M | 0.29% |
44,242
-148
|
|
||
47
Salesforce
CRM
$219B
| $7.13M | 0.29% |
30,066
+1,220
|
|
||
48
S&P Global
SPGI
$151B
| $7.09M | 0.29% |
14,574
-6
|
|
||
49
Merck
MRK
$260B
| $6.84M | 0.28% |
81,536
-1,476
|
|
||
50
Intuit
INTU
$176B
| $6.77M | 0.28% |
9,915
+71
|
|