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
651
$327K 0.02%
7,714
+948
652
$326K 0.02%
7,131
-223
653
$326K 0.02%
2,431
-695
654
$324K 0.02%
1,343
-44
655
$323K 0.02%
3,247
-76
656
$321K 0.02%
1,826
-443
657
$321K 0.02%
10,688
+434
658
$320K 0.02%
10,014
+1,084
659
$320K 0.02%
3,752
+46
660
$320K 0.02%
6,497
+1,253
661
$320K 0.02%
6,526
+2,438
662
$319K 0.02%
4,546
663
$317K 0.02%
+31,851
664
$315K 0.02%
5,527
+132
665
$314K 0.02%
8,300
-139
666
$314K 0.02%
29,995
-7,928
667
$313K 0.02%
58,157
+13,201
668
$313K 0.02%
930
+66
669
$312K 0.02%
4,827
+173
670
$311K 0.02%
9,288
+479
671
$310K 0.02%
17,755
-467
672
$309K 0.02%
19,093
+43
673
$309K 0.02%
3,951
-150
674
$307K 0.02%
4,909
+824
675
$303K 0.02%
13,993
-2,874
25 26
27
28 29