LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.25B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1 +$132M
2 +$102M
3 +$89.1M
4
NVDA icon
NVIDIA
NVDA
+$87.4M
5
AMZN icon
Amazon
AMZN
+$63.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 28.7%
2 Financials 11.47%
3 Consumer Discretionary 8.2%
4 Communication Services 7.84%
5 Healthcare 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EMD
651
Western Asset Emerging Markets Debt Fund
EMD
$631M
$379K 0.02%
+37,707
HOOD icon
652
Robinhood
HOOD
$68.5B
$379K 0.02%
+4,044
TYG
653
Tortoise Energy Infrastructure Corp
TYG
$1.06B
$378K 0.02%
+8,610
JBL icon
654
Jabil
JBL
$26.8B
$374K 0.02%
+1,717
KT icon
655
KT
KT
$10.9B
$374K 0.02%
+18,021
NIE
656
Virtus Equity & Convertible Income Fund
NIE
$699M
$374K 0.02%
+15,663
TMHC icon
657
Taylor Morrison
TMHC
$6.12B
$373K 0.02%
+6,079
JNPR
658
DELISTED
Juniper Networks
JNPR
$371K 0.02%
+9,288
SMCI icon
659
Super Micro Computer
SMCI
$18.4B
$369K 0.02%
+7,533
GUG
660
Guggenheim Active Allocation Fund
GUG
$525M
$369K 0.02%
+23,590
BXMX icon
661
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$1.51B
$365K 0.02%
+26,302
GEHC icon
662
GE HealthCare
GEHC
$35.6B
$362K 0.02%
+4,890
BSY icon
663
Bentley Systems
BSY
$11.8B
$361K 0.02%
+6,698
HAL icon
664
Halliburton
HAL
$29.5B
$357K 0.02%
+17,533
SCD
665
LMP Capital and Income Fund
SCD
$366M
$356K 0.02%
+22,810
VBR icon
666
Vanguard Small-Cap Value ETF
VBR
$34B
$355K 0.02%
+1,820
EWW icon
667
iShares MSCI Mexico ETF
EWW
$2.42B
$355K 0.02%
+5,860
FCNCA icon
668
First Citizens BancShares
FCNCA
$24B
$354K 0.02%
+181
VCSH icon
669
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.7B
$352K 0.02%
+4,427
MPWR icon
670
Monolithic Power Systems
MPWR
$52.3B
$348K 0.02%
+476
AFRM icon
671
Affirm
AFRM
$15.9B
$346K 0.02%
+4,999
NFJ
672
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.25B
$346K 0.02%
+27,868
STLA icon
673
Stellantis
STLA
$21.6B
$345K 0.02%
+34,444
EFV icon
674
iShares MSCI EAFE Value ETF
EFV
$29.8B
$345K 0.02%
+5,430
EPD icon
675
Enterprise Products Partners
EPD
$80.9B
$343K 0.02%
+11,069