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 | |
|---|---|---|---|---|---|---|
751
Kellanova
K
$27.6B
| $278K | 0.01% |
+3,492
| New | +$278K |
|
752
Vanguard Short-Term Bond ETF
BSV
$38.3B
| $278K | 0.01% |
+3,528
| New | +$278K |
|
753
Las Vegas Sands
LVS
$39.6B
| $277K | 0.01% |
+6,367
| New | +$277K |
|
754
Dimensional International Value ETF
DFIV
$13B
| $276K | 0.01% |
+6,443
| New | +$276K |
|
755
Western Digital
WDC
$28.4B
| $276K | 0.01% |
+4,312
| New | +$276K |
|
756
SLM Corp
SLM
$6.52B
| $276K | 0.01% |
+8,412
| New | +$276K |
|
757
Cabot Corp
CBT
$4.34B
| $275K | 0.01% |
+3,667
| New | +$275K |
|
758
Sixth Street Specialty
TSLX
$2.3B
| $274K | 0.01% |
+11,514
| New | +$274K |
|
759
CenterPoint Energy
CNP
$24.6B
| $273K | 0.01% |
+7,434
| New | +$273K |
|
|
XYZ
760
Block, Inc.
XYZ
$46.5B
| $273K | 0.01% |
+4,016
| New | +$273K |
|
761
Grayscale Bitcoin Trust
GBTC
$44.4B
| $272K | 0.01% |
+3,210
| New | +$272K |
|
762
St. Joe Company
JOE
$2.92B
| $272K | 0.01% |
+5,701
| New | +$272K |
|
763
Edison International
EIX
$21.6B
| $271K | 0.01% |
+5,256
| New | +$271K |
|
764
NuScale Power
SMR
$4.99B
| $268K | 0.01% |
+6,776
| New | +$268K |
|
765
Sun Communities
SUI
$15.9B
| $268K | 0.01% |
+2,115
| New | +$268K |
|
766
HubSpot
HUBS
$25.5B
| $267K | 0.01% |
+480
| New | +$267K |
|
767
Voya Financial
VOYA
$7.24B
| $267K | 0.01% |
+3,763
| New | +$267K |
|
768
VICI Properties
VICI
$36B
| $267K | 0.01% |
+8,187
| New | +$267K |
|
769
BlackRock Flexible Income ETF
BINC
$11.5B
| $267K | 0.01% |
+5,046
| New | +$267K |
|
770
Donaldson
DCI
$9.28B
| $267K | 0.01% |
+3,844
| New | +$267K |
|
771
Snowflake
SNOW
$79.6B
| $266K | 0.01% |
+1,190
| New | +$266K |
|
772
Delta Air Lines
DAL
$39.9B
| $266K | 0.01% |
+5,413
| New | +$266K |
|
773
iShares MSCI Emerging Markets ex China ETF
EMXC
$12.7B
| $266K | 0.01% |
+4,211
| New | +$266K |
|
774
Adams Diversified Equity Fund
ADX
$2.61B
| $265K | 0.01% |
+12,203
| New | +$265K |
|
775
T Rowe Price
TROW
$23.6B
| $265K | 0.01% |
+2,745
| New | +$265K |
|