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
526
$488K 0.03%
17,010
-55
527
$487K 0.03%
10,826
-821
528
$485K 0.03%
26,244
-8,382
529
$484K 0.03%
21,356
-1,236
530
$483K 0.03%
2,350
+64
531
$479K 0.03%
1,868
-52
532
$476K 0.03%
6,165
+569
533
$473K 0.03%
10,137
+190
534
$472K 0.03%
4,869
+520
535
$472K 0.03%
35,471
+15,812
536
$472K 0.03%
3,740
-291
537
$469K 0.03%
20,533
-1,007
538
$469K 0.03%
3,468
+1
539
$469K 0.03%
1
540
$468K 0.03%
7,453
+644
541
$468K 0.03%
6,847
+1,587
542
$468K 0.03%
10,395
+765
543
$467K 0.03%
5,344
-5,053
544
$465K 0.03%
2,965
+266
545
$464K 0.03%
7,085
+1,484
546
$463K 0.03%
1,500
547
$460K 0.03%
2,000
548
$460K 0.03%
2,119
-642
549
$457K 0.03%
25,668
550
$457K 0.03%
7,345
+2,743
20 21
22
23 24