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
CLX icon
776
Clorox
CLX
$13.6B
$279K 0.01%
2,263
-3,417
CWI icon
777
SPDR MSCI ACWI ex-US ETF
CWI
$2.45B
$279K 0.01%
7,979
EVR icon
778
Evercore
EVR
$14.2B
$279K 0.01%
826
+18
BSV icon
779
Vanguard Short-Term Bond ETF
BSV
$42.5B
$278K 0.01%
3,528
TROW icon
780
T. Rowe Price
TROW
$23.2B
$278K 0.01%
2,705
-40
GTES icon
781
Gates Industrial
GTES
$5.89B
$277K 0.01%
11,153
+150
RGLD icon
782
Royal Gold
RGLD
$21.5B
$276K 0.01%
+1,376
DLTR icon
783
Dollar Tree
DLTR
$27.9B
$275K 0.01%
2,912
+239
MGM icon
784
MGM Resorts International
MGM
$9.68B
$272K 0.01%
7,862
+278
MEOH icon
785
Methanex
MEOH
$3.62B
$272K 0.01%
6,849
-413
DY icon
786
Dycom Industries
DY
$10.6B
$272K 0.01%
932
-42
CNX icon
787
CNX Resources
CNX
$5.19B
$272K 0.01%
8,461
-20
ELP
788
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
$271K 0.01%
27,625
+1,434
GLTR icon
789
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.99B
$271K 0.01%
1,636
+27
MDB icon
790
MongoDB
MDB
$31.7B
$269K 0.01%
+867
BINC icon
791
BlackRock Flexible Income ETF
BINC
$15.7B
$269K 0.01%
5,046
WY icon
792
Weyerhaeuser
WY
$19.2B
$268K 0.01%
10,817
+1,181
VOOG icon
793
Vanguard S&P 500 Growth ETF
VOOG
$22.1B
$266K 0.01%
611
RDDT icon
794
Reddit
RDDT
$43.3B
$266K 0.01%
+1,156
FNV icon
795
Franco-Nevada
FNV
$45.7B
$265K 0.01%
+1,190
EINC icon
796
VanEck Energy Income ETF
EINC
$76.7M
$264K 0.01%
+2,666
VGIT icon
797
Vanguard Intermediate-Term Treasury ETF
VGIT
$36.5B
$263K 0.01%
4,388
+28
TSLX icon
798
Sixth Street Specialty
TSLX
$2.08B
$263K 0.01%
11,514
QSR icon
799
Restaurant Brands International
QSR
$24.1B
$263K 0.01%
4,102
-447
ATO icon
800
Atmos Energy
ATO
$27.3B
$262K 0.01%
1,532
+129
30 31
32
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