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
626
$355K 0.02%
7,795
+966
627
$355K 0.02%
14,357
-1,033
628
$354K 0.02%
5,269
+237
629
$354K 0.02%
2,040
+181
630
$353K 0.02%
6,085
+1
631
$353K 0.02%
1,485
-202
632
$352K 0.02%
3,199
-143
633
$350K 0.02%
1,658
+145
634
$349K 0.02%
5,516
+870
635
$349K 0.02%
8,103
-147
636
$347K 0.02%
33,750
-17,750
637
$347K 0.02%
57,711
+5,956
638
$347K 0.02%
13,218
-4,589
639
$344K 0.02%
43,031
+25,365
640
$341K 0.02%
2,784
641
$341K 0.02%
1,157
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642
$340K 0.02%
3,252
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643
$339K 0.02%
48,063
644
$335K 0.02%
3,312
-361
645
$334K 0.02%
5,940
-854
646
$331K 0.02%
6,939
+681
647
$331K 0.02%
2,117
+9
648
$330K 0.02%
5,210
+874
649
$330K 0.02%
12,436
+616
650
$328K 0.02%
5,570
+102
24 25
26
27 28