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
26
$3.23M 0.65%
40,805
-2,463
27
$3.1M 0.63%
70,112
-1,566
28
$3M 0.61%
70,874
+1,367
29
$2.98M 0.6%
30,619
+627
30
$2.92M 0.59%
35,313
+4,754
31
$2.83M 0.57%
54,498
+5,287
32
$2.66M 0.54%
68,460
+5,040
33
$2.64M 0.53%
17,414
+1,528
34
$2.63M 0.53%
20,476
+316
35
$2.63M 0.53%
67,053
+1,789
36
$2.61M 0.53%
41,215
+2,051
37
$2.51M 0.51%
35,432
+605
38
$2.49M 0.5%
20,384
+536
39
$2.44M 0.49%
16,578
-64
40
$2.44M 0.49%
45,293
-2,564
41
$2.44M 0.49%
73,548
+2,938
42
$2.29M 0.46%
13,754
+1,048
43
$2.23M 0.45%
72,727
+14,345
44
$2.22M 0.45%
19,244
+715
45
$2.14M 0.43%
88,854
+1,764
46
$2.13M 0.43%
9,871
-1,020
47
$2.08M 0.42%
14,866
+1,101
48
$2.05M 0.41%
7,260
-138
49
$2.03M 0.41%
17,491
+2,316
50
$2M 0.41%
127,971
+8,141
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