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
$2.45B
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$3.87M
3
+$1.95M
4
NVDA icon
NVIDIA
NVDA
+$1.48M
5
AVGO icon
Broadcom
AVGO
+$1.43M

Top Sells

1
+$4.01M
2
+$2.08M
3
+$1.26M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.07M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1M

Sector Composition

1 Technology 30%
2 Financials 11.25%
3 Consumer Discretionary 8.22%
4 Communication Services 8.07%
5 Healthcare 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BIDU icon
676
Baidu
BIDU
$40.2B
$374K 0.02%
+2,837
LKQ icon
677
LKQ Corp
LKQ
$7.6B
$374K 0.02%
12,237
-244
MAA icon
678
Mid-America Apartment Communities
MAA
$15.9B
$372K 0.02%
2,661
-248
VNM icon
679
VanEck Vietnam ETF
VNM
$579M
$371K 0.02%
20,776
VOD icon
680
Vodafone
VOD
$29.6B
$369K 0.02%
31,790
-12,532
LYV icon
681
Live Nation Entertainment
LYV
$30.5B
$366K 0.01%
2,239
+153
WTW icon
682
Willis Towers Watson
WTW
$30.7B
$366K 0.01%
1,059
+55
IQV icon
683
IQVIA
IQV
$39.2B
$365K 0.01%
1,923
+252
ONC
684
BeOne Medicines Ltd
ONC
$37.7B
$365K 0.01%
1,071
+234
CSGP icon
685
CoStar Group
CSGP
$29.2B
$364K 0.01%
4,318
+262
MKL icon
686
Markel Group
MKL
$26.2B
$363K 0.01%
190
-5
LVS icon
687
Las Vegas Sands
LVS
$46.1B
$361K 0.01%
6,719
+352
MAS icon
688
Masco
MAS
$13.5B
$360K 0.01%
5,119
+283
JLL icon
689
Jones Lang LaSalle
JLL
$15.4B
$359K 0.01%
1,202
-36
FCNCA icon
690
First Citizens BancShares
FCNCA
$23.4B
$356K 0.01%
199
+18
VCSH icon
691
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.1B
$356K 0.01%
4,450
+23
DAL icon
692
Delta Air Lines
DAL
$41.9B
$354K 0.01%
6,234
+821
COHR icon
693
Coherent
COHR
$25.8B
$353K 0.01%
3,279
+15
EIX icon
694
Edison International
EIX
$22.7B
$353K 0.01%
6,383
+1,127
ENPH icon
695
Enphase Energy
ENPH
$3.78B
$352K 0.01%
9,952
+3,917
BSY icon
696
Bentley Systems
BSY
$12.7B
$352K 0.01%
6,835
+137
KT icon
697
KT
KT
$8.85B
$350K 0.01%
17,947
-74
PRFZ icon
698
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.61B
$350K 0.01%
7,698
SKM icon
699
SK Telecom
SKM
$7.75B
$349K 0.01%
16,150
+3,483
CAE icon
700
CAE Inc
CAE
$8.64B
$347K 0.01%
11,707
+35
26 27
28
29 30