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
51
$5.36M 0.34%
74,467
+3,353
52
$5.31M 0.34%
64,959
+1,301
53
$5.28M 0.34%
22,424
-4,468
54
$5.15M 0.33%
9,346
-108
55
$5.08M 0.33%
51,162
+64
56
$5.06M 0.32%
22,917
-20
57
$5.04M 0.32%
166,096
-5,824
58
$4.9M 0.32%
18,671
+286
59
$4.84M 0.31%
41,333
+323
60
$4.65M 0.3%
68,572
+3,642
61
$4.62M 0.3%
27,945
-749
62
$4.52M 0.29%
18,905
+275
63
$4.31M 0.28%
20,823
-935
64
$4.3M 0.28%
39,132
-2,509
65
$4.28M 0.27%
69,408
+2,155
66
$4.24M 0.27%
62,468
+58,789
67
$4.15M 0.27%
49,608
-1,486
68
$4.14M 0.27%
20,764
+1,348
69
$4.13M 0.27%
12,035
+525
70
$4.09M 0.26%
49,153
+2,938
71
$4.09M 0.26%
7,974
+612
72
$4.09M 0.26%
62,209
+44,266
73
$4.08M 0.26%
72,920
+6,160
74
$4.07M 0.26%
44,903
+2,780
75
$4.07M 0.26%
18,972
-173
1 2
3
4 5