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
676
$303K 0.02%
758
+57
677
$302K 0.02%
1,678
678
$301K 0.02%
5,847
-1,032
679
$300K 0.02%
3,620
+496
680
$300K 0.02%
1,758
681
$299K 0.02%
745
-30
682
$298K 0.02%
+2,863
683
$295K 0.02%
1,208
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684
$295K 0.02%
3,203
685
$295K 0.02%
3,112
-122
686
$292K 0.02%
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+11,949
687
$292K 0.02%
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688
$292K 0.02%
72,085
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689
$292K 0.02%
19,536
+3
690
$292K 0.02%
1,841
+32
691
$291K 0.02%
10,000
-10,000
692
$291K 0.02%
2,013
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$291K 0.02%
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694
$290K 0.02%
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695
$288K 0.02%
30,783
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696
$287K 0.02%
4,517
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697
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5,791
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698
$286K 0.02%
6,485
-3,000
699
$285K 0.02%
3,139
-121
700
$285K 0.02%
4,578
+25
26 27
28
29 30