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
476
$573K 0.04%
1,789
+84
477
$573K 0.04%
49,710
+3,889
478
$572K 0.04%
19,873
+3,003
479
$570K 0.04%
1,783
-169
480
$568K 0.04%
6,926
-767
481
$568K 0.04%
9,258
-3,507
482
$565K 0.04%
12,208
+35
483
$565K 0.04%
18,645
-382
484
$564K 0.04%
2,751
+325
485
$563K 0.04%
31,374
-3,022
486
$562K 0.04%
9,778
-878
487
$560K 0.04%
1,634
+58
488
$559K 0.04%
32,546
-1,202
489
$558K 0.04%
12,012
+1,115
490
$548K 0.04%
8,850
491
$543K 0.03%
3,001
-33
492
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5,514
+11
493
$539K 0.03%
63,000
-63,000
494
$539K 0.03%
69,054
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495
$538K 0.03%
5,233
+4
496
$537K 0.03%
1,637
-37
497
$532K 0.03%
9,333
+164
498
$526K 0.03%
29,501
-318
499
$526K 0.03%
1,555
-38
500
$525K 0.03%
6,076
+710
18 19
20
21 22