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
$2.45B
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$3.87M
3
+$1.95M
4
NVDA icon
NVIDIA
NVDA
+$1.48M
5
AVGO icon
Broadcom
AVGO
+$1.43M

Top Sells

1
+$4.01M
2
+$2.08M
3
+$1.26M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.07M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1M

Sector Composition

1 Technology 30%
2 Financials 11.25%
3 Consumer Discretionary 8.22%
4 Communication Services 8.07%
5 Healthcare 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DLB icon
751
Dolby
DLB
$6.44B
$295K 0.01%
4,083
+549
ADX icon
752
Adams Diversified Equity Fund
ADX
$2.72B
$294K 0.01%
13,203
+1,000
KWEB icon
753
KraneShares CSI China Internet ETF
KWEB
$9.04B
$294K 0.01%
+7,000
STLA icon
754
Stellantis
STLA
$30.8B
$293K 0.01%
31,369
-3,075
WES icon
755
Western Midstream Partners
WES
$16B
$293K 0.01%
7,450
ITUB icon
756
Itaú Unibanco
ITUB
$83.5B
$292K 0.01%
39,736
+13,542
SNOW icon
757
Snowflake
SNOW
$85.1B
$289K 0.01%
1,282
+92
RIVN icon
758
Rivian
RIVN
$20.7B
$289K 0.01%
19,670
-2,186
S icon
759
SentinelOne
S
$5.43B
$288K 0.01%
16,381
-1,325
GBTC icon
760
Grayscale Bitcoin Trust
GBTC
$36.3B
$288K 0.01%
3,210
BOKF icon
761
BOK Financial
BOKF
$7.12B
$288K 0.01%
2,580
CFG icon
762
Citizens Financial Group
CFG
$23.2B
$287K 0.01%
5,403
+322
TLH icon
763
iShares 10-20 Year Treasury Bond ETF
TLH
$12.7B
$287K 0.01%
2,785
-24
VICI icon
764
VICI Properties
VICI
$30.8B
$287K 0.01%
8,793
+606
EXEL icon
765
Exelixis
EXEL
$11.8B
$285K 0.01%
6,912
-83
SUZ icon
766
Suzano
SUZ
$11.1B
$285K 0.01%
30,365
-1,022
QGEN icon
767
Qiagen
QGEN
$10.4B
$285K 0.01%
6,388
-254
CNP icon
768
CenterPoint Energy
CNP
$26.1B
$285K 0.01%
7,343
-91
CASY icon
769
Casey's General Stores
CASY
$21.2B
$284K 0.01%
503
+76
EMXC icon
770
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.1B
$284K 0.01%
4,211
NNN icon
771
NNN REIT
NNN
$7.85B
$284K 0.01%
6,674
-694
CBT icon
772
Cabot Corp
CBT
$3.31B
$282K 0.01%
3,714
+47
XSVM icon
773
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$583M
$282K 0.01%
5,000
JOE icon
774
St. Joe Company
JOE
$3.48B
$282K 0.01%
5,701
FTV icon
775
Fortive
FTV
$17B
$282K 0.01%
5,756
-230
29 30
31
32 33