LNWWM
Laird Norton Wetherby Wealth Management Portfolio holdings
AUM
$2.25B
This Quarter Return
+13.22%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$2.25B
AUM Growth
–
Cap. Flow
+$2.25B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
32.27%
Holding
929
New
929
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$134M |
| 2 |
Microsoft
MSFT
|
$117M |
| 3 |
NVIDIA
NVDA
|
$110M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$96.3M |
| 5 |
Amazon
AMZN
|
$70.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 28.71% |
| 2 | Financials | 11.45% |
| 3 | Consumer Discretionary | 8.2% |
| 4 | Communication Services | 7.84% |
| 5 | Healthcare | 7.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
Dynatrace
DT
$15.2B
| $298K | 0.01% |
+5,400
| New | +$298K |
|
727
Nuveen Preferred & Income Opportunities Fund
JPC
$2.61B
| $297K | 0.01% |
+36,995
| New | +$297K |
|
|
GAP
728
The Gap, Inc.
GAP
$8.44B
| $296K | 0.01% |
+13,579
| New | +$296K |
|
729
SK Telecom
SKM
$8.28B
| $296K | 0.01% |
+12,667
| New | +$296K |
|
730
Suzano
SUZ
$11.9B
| $295K | 0.01% |
+31,387
| New | +$295K |
|
731
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.51B
| $295K | 0.01% |
+7,778
| New | +$295K |
|
732
Southwest Airlines
LUV
$16.9B
| $295K | 0.01% |
+9,089
| New | +$295K |
|
733
Conagra Brands
CAG
$8.99B
| $294K | 0.01% |
+14,380
| New | +$294K |
|
|
CRWV
734
CoreWeave, Inc. Class A Common Stock
CRWV
$45.6B
| $294K | 0.01% |
+1,800
| New | +$294K |
|
735
Sprouts Farmers Market
SFM
$13.5B
| $293K | 0.01% |
+1,782
| New | +$293K |
|
736
Ameren
AEE
$27B
| $293K | 0.01% |
+3,049
| New | +$293K |
|
737
NiSource
NI
$19.8B
| $291K | 0.01% |
+7,225
| New | +$291K |
|
738
Hubbell
HUBB
$22.9B
| $291K | 0.01% |
+713
| New | +$291K |
|
739
Coherent
COHR
$13.7B
| $291K | 0.01% |
+3,264
| New | +$291K |
|
740
News Corp Class A
NWSA
$16.3B
| $291K | 0.01% |
+9,797
| New | +$291K |
|
741
PLDT
PHI
$4.22B
| $290K | 0.01% |
+13,340
| New | +$290K |
|
742
Western Midstream Partners
WES
$14.8B
| $288K | 0.01% |
+7,450
| New | +$288K |
|
743
iShares Russell 2000 Growth ETF
IWO
$12.3B
| $288K | 0.01% |
+1,008
| New | +$288K |
|
744
VanEck Vietnam ETF
VNM
$591M
| $286K | 0.01% |
+20,776
| New | +$286K |
|
745
CNX Resources
CNX
$4.18B
| $286K | 0.01% |
+8,481
| New | +$286K |
|
746
Labcorp
LH
$22.8B
| $286K | 0.01% |
+1,088
| New | +$286K |
|
747
iShares 10-20 Year Treasury Bond ETF
TLH
$11.1B
| $285K | 0.01% |
+2,809
| New | +$285K |
|
748
Global X Artificial Intelligence & Technology ETF
AIQ
$4.55B
| $281K | 0.01% |
+6,431
| New | +$281K |
|
749
M&T Bank
MTB
$31.1B
| $280K | 0.01% |
+1,443
| New | +$280K |
|
750
TD Synnex
SNX
$12.1B
| $280K | 0.01% |
+2,061
| New | +$280K |
|