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
501
$151K 0.03%
12,926
-10,366
502
$138K 0.03%
25,242
+1,490
503
$136K 0.03%
13,842
-3,326
504
$136K 0.03%
21,648
+2,022
505
$132K 0.03%
15,017
+380
506
$131K 0.03%
14,938
-593
507
$130K 0.03%
18,007
-3,340
508
$129K 0.03%
13,000
509
$121K 0.02%
55,668
510
$112K 0.02%
12,618
-5,698
511
$111K 0.02%
10,796
+195
512
$111K 0.02%
13,633
+1,988
513
$104K 0.02%
34,964
+1,354
514
$67K 0.01%
1,066
-62
515
$67K 0.01%
+13,617
516
$67K 0.01%
13,376
-9,062
517
$56K 0.01%
14,365
-5,366
518
$54K 0.01%
1,557
+13
519
$28K 0.01%
266
520
$13K ﹤0.01%
26,625
521
– –
-4,922
522
– –
-10,316
523
– –
-10,824
524
– –
-1,114
525
– –
-3,479
18 19 20
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