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
501
$520K 0.03%
6,519
-301
502
$520K 0.03%
14,937
-292
503
$516K 0.03%
15,940
+7,225
504
$516K 0.03%
7,606
-649
505
$515K 0.03%
144,130
-92,350
506
$514K 0.03%
1,358
+37
507
$513K 0.03%
13,263
+333
508
$513K 0.03%
136,756
+4,662
509
$512K 0.03%
9,230
+227
510
$510K 0.03%
4,186
-383
511
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2,192
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512
$507K 0.03%
13,689
-711
513
$501K 0.03%
4,157
-9,394
514
$500K 0.03%
7,135
-855
515
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8,382
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516
$499K 0.03%
60,225
-25,540
517
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24,022
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518
$495K 0.03%
171,955
-6,335
519
$493K 0.03%
3,642
-44
520
$493K 0.03%
12,113
+2,165
521
$492K 0.03%
3,608
-393
522
$492K 0.03%
12,230
+2,610
523
$490K 0.03%
3,428
-39
524
$490K 0.03%
20,550
-4,652
525
$489K 0.03%
9,242
-245
19 20
21
22 23