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
DFAC icon
476
Dimensional US Core Equity 2 ETF
DFAC
$38.2B
$679K 0.03%
+18,948
DAR icon
477
Darling Ingredients
DAR
$5.5B
$679K 0.03%
+17,892
IAU icon
478
iShares Gold Trust
IAU
$62.2B
$677K 0.03%
+10,850
ARGX icon
479
argenx
ARGX
$55.9B
$672K 0.03%
+1,220
AVB icon
480
AvalonBay Communities
AVB
$25.2B
$671K 0.03%
+3,295
CNH
481
CNH Industrial
CNH
$12.5B
$668K 0.03%
+51,565
MELI icon
482
Mercado Libre
MELI
$104B
$664K 0.03%
+254
RF icon
483
Regions Financial
RF
$21.9B
$659K 0.03%
+28,018
FERG icon
484
Ferguson
FERG
$48.7B
$656K 0.03%
+3,012
DD icon
485
DuPont de Nemours
DD
$16.6B
$656K 0.03%
+9,562
WCC icon
486
WESCO International
WCC
$12.5B
$647K 0.03%
+3,495
DXCM icon
487
DexCom
DXCM
$22.6B
$642K 0.03%
+7,355
GRMN icon
488
Garmin
GRMN
$37.3B
$642K 0.03%
+3,074
TS icon
489
Tenaris
TS
$21.1B
$635K 0.03%
+16,976
INGR icon
490
Ingredion
INGR
$6.84B
$634K 0.03%
+4,677
VNO icon
491
Vornado Realty Trust
VNO
$6.62B
$633K 0.03%
+16,542
DVY icon
492
iShares Select Dividend ETF
DVY
$20.7B
$632K 0.03%
+4,755
TPR icon
493
Tapestry
TPR
$20.8B
$630K 0.03%
+7,177
DOV icon
494
Dover
DOV
$25.1B
$630K 0.03%
+3,436
OVV icon
495
Ovintiv
OVV
$9.92B
$628K 0.03%
+16,508
LVHD icon
496
Franklin US Low Volatility High Dividend Index ETF
LVHD
$585M
$626K 0.03%
+15,708
UPS icon
497
United Parcel Service
UPS
$81.4B
$626K 0.03%
+6,198
GIB icon
498
CGI
GIB
$19B
$625K 0.03%
+5,961
VCIT icon
499
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.4B
$623K 0.03%
+7,517
GEN icon
500
Gen Digital
GEN
$16.5B
$615K 0.03%
+20,916