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
$2.45B
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$3.87M
3
+$1.95M
4
NVDA icon
NVIDIA
NVDA
+$1.48M
5
AVGO icon
Broadcom
AVGO
+$1.43M

Top Sells

1
+$4.01M
2
+$2.08M
3
+$1.26M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.07M
5
IWF icon
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
HUM icon
476
Humana
HUM
$29.3B
$688K 0.03%
2,644
+211
WCN icon
477
Waste Connections
WCN
$44.8B
$686K 0.03%
3,900
+18
MASI icon
478
Masimo
MASI
$7.7B
$679K 0.03%
4,603
+46
FAF icon
479
First American
FAF
$6.7B
$679K 0.03%
10,570
-554
HOOD icon
480
Robinhood
HOOD
$111B
$665K 0.03%
4,644
+600
CDW icon
481
CDW
CDW
$18.6B
$661K 0.03%
4,149
-237
IEX icon
482
IDEX
IEX
$13.1B
$660K 0.03%
4,058
-68
LEN icon
483
Lennar Class A
LEN
$32.1B
$657K 0.03%
5,214
SR icon
484
Spire
SR
$5.12B
$656K 0.03%
8,049
+778
LOGI icon
485
Logitech
LOGI
$16.6B
$653K 0.03%
5,953
+16
GL icon
486
Globe Life
GL
$10.6B
$646K 0.03%
4,518
+99
WST icon
487
West Pharmaceutical
WST
$19.8B
$644K 0.03%
2,454
+10
DGRW icon
488
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.1B
$641K 0.03%
7,207
+1,024
LVHD icon
489
Franklin US Low Volatility High Dividend Index ETF
LVHD
$590M
$637K 0.03%
15,408
-300
KRC icon
490
Kilroy Realty
KRC
$5.05B
$637K 0.03%
15,066
+1,076
VCIT icon
491
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.4B
$636K 0.03%
7,556
+39
CYBR icon
492
CyberArk
CYBR
$22.9B
$635K 0.03%
1,315
+85
PHM icon
493
Pultegroup
PHM
$24.8B
$635K 0.03%
4,808
+292
SCHF icon
494
Schwab International Equity ETF
SCHF
$53.2B
$635K 0.03%
27,286
AIZ icon
495
Assurant
AIZ
$11.3B
$632K 0.03%
2,919
-173
KGC icon
496
Kinross Gold
KGC
$34.2B
$629K 0.03%
25,309
+521
SBAC icon
497
SBA Communications
SBAC
$20.2B
$629K 0.03%
3,252
-130
INDA icon
498
iShares MSCI India ETF
INDA
$9.55B
$626K 0.03%
12,019
-961
CBOE icon
499
Cboe Global Markets
CBOE
$26.9B
$625K 0.03%
2,550
+716
VMC icon
500
Vulcan Materials
VMC
$38.7B
$625K 0.03%
2,031
+182
18 19
20
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