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
751
$236K 0.02%
782
+30
752
$236K 0.02%
19,887
-222
753
$234K 0.02%
+9,171
754
$234K 0.02%
+2,220
755
$232K 0.01%
8,483
+5
756
$232K 0.01%
2,649
+124
757
$231K 0.01%
3,840
-3,242
758
$230K 0.01%
3,068
+102
759
$228K 0.01%
+2,752
760
$226K 0.01%
8,252
-790
761
$226K 0.01%
+5,838
762
$225K 0.01%
+1,485
763
$225K 0.01%
4,508
764
$224K 0.01%
1,138
-11
765
$224K 0.01%
+4,910
766
$223K 0.01%
+13,738
767
$223K 0.01%
96,854
+42,700
768
$222K 0.01%
+2,958
769
$222K 0.01%
20,000
-5,722
770
$222K 0.01%
+7,195
771
$221K 0.01%
+3,763
772
$221K 0.01%
9,054
+220
773
$220K 0.01%
+1,841
774
$220K 0.01%
+1,831
775
$220K 0.01%
+468
29 30
31
32 33