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
726
$267K 0.02%
3,652
-1,045
727
$265K 0.02%
10,823
-105
728
$265K 0.02%
+7,654
729
$264K 0.02%
4,335
-5,201
730
$263K 0.02%
9,773
-5,702
731
$260K 0.02%
9,594
732
$259K 0.02%
2,804
-166
733
$255K 0.02%
2,772
734
$254K 0.02%
+2,484
735
$254K 0.02%
3,970
+5
736
$253K 0.02%
13,238
-374
737
$252K 0.02%
+1,093
738
$251K 0.02%
1,437
+20
739
$251K 0.02%
3,017
-125
740
$250K 0.02%
6,757
-481
741
$247K 0.02%
25,028
+546
742
$246K 0.02%
20,776
+6,220
743
$244K 0.02%
3,645
-986
744
$244K 0.02%
+1,202
745
$243K 0.02%
+10,695
746
$242K 0.02%
+21,252
747
$241K 0.02%
28,321
+16,723
748
$240K 0.02%
1,749
+8
749
$238K 0.02%
7,466
-823
750
$237K 0.02%
64,857
28 29
30
31 32