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
601
$384K 0.02%
7,513
+1,107
602
$380K 0.02%
2,402
-366
603
$379K 0.02%
9,229
+339
604
$378K 0.02%
11,713
-296
605
$377K 0.02%
2,586
+221
606
$375K 0.02%
+9,524
607
$375K 0.02%
18,383
+9,605
608
$374K 0.02%
131,756
-16,676
609
$371K 0.02%
11,006
-1,257
610
$371K 0.02%
6,683
-195
611
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4,293
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612
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17,234
+2,360
613
$369K 0.02%
8,841
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614
$368K 0.02%
6,736
-178
615
$367K 0.02%
9,902
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616
$366K 0.02%
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617
$366K 0.02%
56,596
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618
$365K 0.02%
7,794
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11,270
620
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1,780
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621
$359K 0.02%
6,909
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622
$358K 0.02%
6,886
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623
$358K 0.02%
3,346
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624
$356K 0.02%
49,790
+16,389
625
$356K 0.02%
7,901
+2,581
23 24
25
26 27