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
576
$416K 0.03%
30,532
-2,528
577
$414K 0.03%
36,043
-5,294
578
$413K 0.03%
10,210
-1,968
579
$412K 0.03%
21,217
+3,331
580
$412K 0.03%
+4,950
581
$410K 0.03%
4,402
+185
582
$409K 0.03%
26,018
+1,152
583
$407K 0.03%
3,577
+45
584
$407K 0.03%
13,120
+2,745
585
$407K 0.03%
23,346
+110
586
$401K 0.03%
6,435
-309
587
$399K 0.03%
9,098
-1,577
588
$398K 0.03%
13,627
+5,751
589
$398K 0.03%
12,815
590
$398K 0.03%
9,046
591
$397K 0.03%
8,067
592
$396K 0.03%
2,449
-261
593
$395K 0.03%
1,697
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594
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4,465
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595
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2,772
+11
596
$395K 0.03%
7,919
-3,751
597
$394K 0.03%
38,036
-1,766
598
$389K 0.03%
13,525
+1,376
599
$388K 0.02%
5,807
+68
600
$387K 0.02%
3,956
-522
22 23
24
25 26