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
701
$285K 0.02%
17,678
702
$285K 0.02%
216
-1
703
$284K 0.02%
7,328
+636
704
$283K 0.02%
5,750
+86
705
$282K 0.02%
9,191
-863
706
$281K 0.02%
13,877
+161
707
$281K 0.02%
3,790
-296
708
$281K 0.02%
8,686
-152
709
$280K 0.02%
3,439
-28
710
$279K 0.02%
5,349
-251
711
$277K 0.02%
7,033
-413
712
$276K 0.02%
37,814
+10,477
713
$276K 0.02%
11,475
+28
714
$275K 0.02%
2,143
+388
715
$274K 0.02%
1,409
-161
716
$273K 0.02%
5,858
-342
717
$272K 0.02%
2,622
718
$272K 0.02%
+5,168
719
$271K 0.02%
+8,940
720
$271K 0.02%
1,473
+137
721
$270K 0.02%
3,517
+47
722
$269K 0.02%
8,199
+720
723
$269K 0.02%
1,641
+39
724
$268K 0.02%
3,586
-54
725
$267K 0.02%
1,236
+21
27 28
29
30 31