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
$13.2B
$279K 0.01%
2,263
-3,417
CWI icon
777
SPDR MSCI ACWI ex-US ETF
CWI
$2.19B
$279K 0.01%
7,979
EVR icon
778
Evercore
EVR
$12.4B
$279K 0.01%
826
+18
BSV icon
779
Vanguard Short-Term Bond ETF
BSV
$39.3B
$278K 0.01%
3,528
TROW icon
780
T. Rowe Price
TROW
$22.3B
$278K 0.01%
2,705
-40
GTES icon
781
Gates Industrial
GTES
$5.88B
$277K 0.01%
11,153
+150
RGLD icon
782
Royal Gold
RGLD
$17.2B
$276K 0.01%
+1,376
DLTR icon
783
Dollar Tree
DLTR
$22.6B
$275K 0.01%
2,912
+239
MGM icon
784
MGM Resorts International
MGM
$9.65B
$272K 0.01%
7,862
+278
MEOH icon
785
Methanex
MEOH
$2.75B
$272K 0.01%
6,849
-413
DY icon
786
Dycom Industries
DY
$10.5B
$272K 0.01%
932
-42
CNX icon
787
CNX Resources
CNX
$5.24B
$272K 0.01%
8,461
-20
ELP icon
788
Companhia Paranaense de Energia (COPEL)
ELP
$7.92B
$271K 0.01%
27,625
+1,434
GLTR icon
789
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.24B
$271K 0.01%
1,636
+27
MDB icon
790
MongoDB
MDB
$27B
$269K 0.01%
+867
BINC icon
791
BlackRock Flexible Income ETF
BINC
$14.3B
$269K 0.01%
5,046
WY icon
792
Weyerhaeuser
WY
$16B
$268K 0.01%
10,817
+1,181
VOOG icon
793
Vanguard S&P 500 Growth ETF
VOOG
$21.5B
$266K 0.01%
611
RDDT icon
794
Reddit
RDDT
$41B
$266K 0.01%
+1,156
FNV icon
795
Franco-Nevada
FNV
$40.5B
$265K 0.01%
+1,190
EINC icon
796
VanEck Energy Income ETF
EINC
$72.3M
$264K 0.01%
+2,666
VGIT icon
797
Vanguard Intermediate-Term Treasury ETF
VGIT
$35B
$263K 0.01%
4,388
+28
TSLX icon
798
Sixth Street Specialty
TSLX
$2.06B
$263K 0.01%
11,514
QSR icon
799
Restaurant Brands International
QSR
$25B
$263K 0.01%
4,102
-447
ATO icon
800
Atmos Energy
ATO
$28.5B
$262K 0.01%
1,532
+129
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