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
$2.25B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1 +$134M
2 +$117M
3 +$110M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$96.3M
5
AMZN icon
Amazon
AMZN
+$70.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 28.71%
2 Financials 11.45%
3 Consumer Discretionary 8.2%
4 Communication Services 7.84%
5 Healthcare 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VOO icon
26
Vanguard S&P 500 ETF
VOO
$765B
$11.5M 0.51%
+20,227
WMT icon
27
Walmart
WMT
$817B
$11.2M 0.5%
+114,774
IVE icon
28
iShares S&P 500 Value ETF
IVE
$42.4B
$10.7M 0.48%
+54,677
VWO icon
29
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$9.22M 0.41%
+186,425
ASML icon
30
ASML
ASML
$391B
$8.81M 0.39%
+10,994
GS icon
31
Goldman Sachs
GS
$237B
$8.5M 0.38%
+12,003
BAC icon
32
Bank of America
BAC
$384B
$8.45M 0.38%
+178,505
ABT icon
33
Abbott
ABT
$227B
$8.35M 0.37%
+61,387
ABBV icon
34
AbbVie
ABBV
$411B
$8.29M 0.37%
+44,679
IGF icon
35
iShares Global Infrastructure ETF
IGF
$8.38B
$8.28M 0.37%
+139,943
ACN icon
36
Accenture
ACN
$152B
$8.21M 0.37%
+27,479
PG icon
37
Procter & Gamble
PG
$345B
$8.04M 0.36%
+50,481
TEL icon
38
TE Connectivity
TEL
$69.8B
$8.01M 0.36%
+47,475
CSCO icon
39
Cisco
CSCO
$307B
$7.87M 0.35%
+113,461
CRM icon
40
Salesforce
CRM
$232B
$7.87M 0.35%
+28,846
INTU icon
41
Intuit
INTU
$185B
$7.75M 0.35%
+9,844
SPGI icon
42
S&P Global
SPGI
$150B
$7.69M 0.34%
+14,580
SAP icon
43
SAP
SAP
$285B
$7.67M 0.34%
+25,227
BND icon
44
Vanguard Total Bond Market
BND
$137B
$7.51M 0.33%
+101,964
AXP icon
45
American Express
AXP
$246B
$7.51M 0.33%
+23,533
IWV icon
46
iShares Russell 3000 ETF
IWV
$17.2B
$7.38M 0.33%
+21,032
IWB icon
47
iShares Russell 1000 ETF
IWB
$45.1B
$7.31M 0.33%
+21,541
XOM icon
48
Exxon Mobil
XOM
$503B
$7.24M 0.32%
+67,123
NOW icon
49
ServiceNow
NOW
$176B
$6.71M 0.3%
+6,529
TDG icon
50
TransDigm Group
TDG
$75.5B
$6.67M 0.3%
+4,389