LNWWM
Laird Norton Wetherby Wealth Management Portfolio holdings
AUM
$2.25B
This Quarter Return
+10.61%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.12B
AUM Growth
+$66.8M
(+6.3%)
Cap. Flow
-$27.2M
Cap. Flow
% of AUM
-2.43%
Top 10 Holdings %
Top 10 Hldgs %
28.18%
Holding
753
New
38
Increased
249
Reduced
398
Closed
33
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$2.84M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$2.23M |
| 3 |
Levi Strauss
LEVI
|
$1.49M |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$1.23M |
| 5 |
iShares TIPS Bond ETF
TIP
|
$1.03M |
Top Sells
| 1 |
Apple
AAPL
|
$11.1M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$4.05M |
| 3 |
Penumbra
PEN
|
$3M |
| 4 |
Accenture
ACN
|
$1.7M |
| 5 |
Microsoft
MSFT
|
$1.69M |
Sector Composition
| 1 | Technology | 21.25% |
| 2 | Financials | 11.13% |
| 3 | Healthcare | 10.73% |
| 4 | Communication Services | 9.29% |
| 5 | Consumer Discretionary | 8.66% |
