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
476
$218K 0.04%
6,692
+503
477
$214K 0.04%
4,700
-3,500
478
$214K 0.04%
3,564
+58
479
$213K 0.04%
6,151
-533
480
$213K 0.04%
+13,132
481
$212K 0.04%
+2,637
482
$211K 0.04%
3,650
-28
483
$211K 0.04%
+3,886
484
$209K 0.04%
5,836
-2,159
485
$208K 0.04%
+14,653
486
$207K 0.04%
14,149
+3,419
487
$207K 0.04%
+4,278
488
$206K 0.04%
5,238
-1,098
489
$203K 0.04%
4,035
490
$202K 0.04%
+3,402
491
$201K 0.04%
+7,792
492
$201K 0.04%
2,847
+37
493
$181K 0.04%
28,395
+607
494
$178K 0.04%
+11,133
495
$177K 0.04%
17,990
+5,855
496
$175K 0.04%
+10,666
497
$171K 0.03%
46,953
+8,262
498
$170K 0.03%
6,368
+120
499
$158K 0.03%
6,481
+610
500
$151K 0.03%
+11,740
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