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
$494M
AUM Growth
+$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$950K
2
+$893K
3
+$623K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$591K
5
META icon
Meta Platforms (Facebook)
META
+$583K

Top Sells

1
+$782K
2
+$660K
3
+$380K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$342K
5
DHR icon
Danaher
DHR
+$314K

Sector Composition

1 Financials 17.56%
2 Technology 16.76%
3 Healthcare 14.83%
4 Communication Services 9.11%
5 Consumer Staples 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.97M 0.4%
74,130
+786
52
$1.92M 0.39%
38,342
+319
53
$1.88M 0.38%
23,902
+658
54
$1.88M 0.38%
21,103
-618
55
$1.77M 0.36%
28,051
+323
56
$1.75M 0.36%
37,148
+6,911
57
$1.73M 0.35%
24,635
+487
58
$1.68M 0.34%
22,067
59
$1.65M 0.33%
30,503
+3,855
60
$1.6M 0.32%
16,408
-298
61
$1.52M 0.31%
22,265
-1,336
62
$1.51M 0.3%
14,409
+2,199
63
$1.49M 0.3%
43,929
+13,444
64
$1.48M 0.3%
14,571
+289
65
$1.47M 0.3%
9,668
+271
66
$1.46M 0.3%
11,090
+146
67
$1.46M 0.29%
15,929
+3,190
68
$1.43M 0.29%
27,211
+1,766
69
$1.42M 0.29%
16,456
+738
70
$1.4M 0.28%
10,655
+1,339
71
$1.38M 0.28%
13,040
+5,198
72
$1.37M 0.28%
19,466
-509
73
$1.37M 0.28%
12,328
+1,073
74
$1.36M 0.28%
7,130
+3,257
75
$1.35M 0.27%
51,036
+96
1 2
3
4 5