LNWWM
Laird Norton Wetherby Wealth Management Portfolio holdings
AUM
$2.25B
This Quarter Return
+13.22%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$2.25B
AUM Growth
–
Cap. Flow
+$2.25B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
32.27%
Holding
929
New
929
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
+$134M |
| 2 |
Microsoft
MSFT
|
+$117M |
| 3 |
NVIDIA
NVDA
|
+$110M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$96.3M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
Dimensional US Core Equity 2 ETF
DFAC
$37.5B
| $679K | 0.03% |
+18,948
| New | +$679K |
|
477
Darling Ingredients
DAR
$5.01B
| $679K | 0.03% |
+17,892
| New | +$679K |
|
478
iShares Gold Trust
IAU
$53.5B
| $677K | 0.03% |
+10,850
| New | +$677K |
|
479
argenx
ARGX
$47.1B
| $672K | 0.03% |
+1,220
| New | +$672K |
|
480
AvalonBay Communities
AVB
$27.6B
| $671K | 0.03% |
+3,295
| New | +$671K |
|
|
CNH
481
CNH Industrial
CNH
$14.2B
| $668K | 0.03% |
+51,565
| New | +$668K |
|
482
Mercado Libre
MELI
$118B
| $664K | 0.03% |
+254
| New | +$664K |
|
483
Regions Financial
RF
$24.2B
| $659K | 0.03% |
+28,018
| New | +$659K |
|
484
Ferguson
FERG
$45.7B
| $656K | 0.03% |
+3,012
| New | +$656K |
|
485
DuPont de Nemours
DD
$32B
| $656K | 0.03% |
+9,562
| New | +$656K |
|
486
WESCO International
WCC
$10.4B
| $647K | 0.03% |
+3,495
| New | +$647K |
|
487
DexCom
DXCM
$29.9B
| $642K | 0.03% |
+7,355
| New | +$642K |
|
488
Garmin
GRMN
$45.8B
| $642K | 0.03% |
+3,074
| New | +$642K |
|
489
Tenaris
TS
$18.5B
| $635K | 0.03% |
+16,976
| New | +$635K |
|
490
Ingredion
INGR
$8.07B
| $634K | 0.03% |
+4,677
| New | +$634K |
|
491
Vornado Realty Trust
VNO
$7.7B
| $633K | 0.03% |
+16,542
| New | +$633K |
|
492
iShares Select Dividend ETF
DVY
$20.6B
| $632K | 0.03% |
+4,755
| New | +$632K |
|
493
Tapestry
TPR
$21.7B
| $630K | 0.03% |
+7,177
| New | +$630K |
|
494
Dover
DOV
$24.2B
| $630K | 0.03% |
+3,436
| New | +$630K |
|
495
Ovintiv
OVV
$10.9B
| $628K | 0.03% |
+16,508
| New | +$628K |
|
496
Franklin US Low Volatility High Dividend Index ETF
LVHD
$591M
| $626K | 0.03% |
+15,708
| New | +$626K |
|
497
United Parcel Service
UPS
$71.2B
| $626K | 0.03% |
+6,198
| New | +$626K |
|
498
CGI
GIB
$21B
| $625K | 0.03% |
+5,961
| New | +$625K |
|
499
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$55B
| $623K | 0.03% |
+7,517
| New | +$623K |
|
500
Gen Digital
GEN
$18.2B
| $615K | 0.03% |
+20,916
| New | +$615K |
|