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
$1.55B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
955
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$3.99M
3
+$2.91M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.25M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.86M

Top Sells

1
+$2.87M
2
+$1.7M
3
+$1.52M
4
GL icon
Globe Life
GL
+$1.13M
5
DHR icon
Danaher
DHR
+$1.05M

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
26
$7.93M 0.51%
154,813
+7,180
27
$7.89M 0.51%
22,682
+1,633
28
$7.79M 0.5%
29,198
+478
29
$7.58M 0.49%
129,540
30
$7.54M 0.48%
68,382
+2,028
31
$7.47M 0.48%
41,598
+2,228
32
$7.37M 0.47%
83,116
-1,960
33
$7.12M 0.46%
15,597
-872
34
$7.04M 0.45%
83,048
+123
35
$6.98M 0.45%
236,730
+4,000
36
$6.88M 0.44%
207,814
+2,796
37
$6.85M 0.44%
107,708
+4,305
38
$6.81M 0.44%
55,251
-12,333
39
$6.76M 0.43%
99,938
+2,688
40
$6.69M 0.43%
140,365
-1,648
41
$6.67M 0.43%
58,135
-6,227
42
$6.59M 0.42%
25,006
-195
43
$6.56M 0.42%
138,888
+6,801
44
$6.54M 0.42%
59,606
-4,811
45
$6.42M 0.41%
18,259
+505
46
$6.27M 0.4%
28,189
+1
47
$6.18M 0.4%
71,157
-8,672
48
$5.52M 0.35%
10,103
+375
49
$5.51M 0.35%
+1,184,114
50
$5.43M 0.35%
16,138
+287
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