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
776
$219K 0.01%
+2,196
777
$217K 0.01%
23,506
+3,280
778
$216K 0.01%
+4,751
779
$212K 0.01%
12,545
+1,343
780
$211K 0.01%
5,793
-3,139
781
$211K 0.01%
+995
782
$211K 0.01%
+6,162
783
$210K 0.01%
+5,440
784
$209K 0.01%
+9,338
785
$209K 0.01%
3,082
+591
786
$208K 0.01%
3,415
+66
787
$207K 0.01%
2,937
-244
788
$206K 0.01%
10,000
-10,000
789
$206K 0.01%
19,318
+3,209
790
$205K 0.01%
+3,335
791
$204K 0.01%
11,215
+746
792
$204K 0.01%
+1,453
793
$202K 0.01%
+18,163
794
$202K 0.01%
+1,628
795
$202K 0.01%
+3,652
796
$200K 0.01%
+5,796
797
$200K 0.01%
15,313
+94
798
$199K 0.01%
1,886
-1,241
799
$198K 0.01%
20,908
-8,860
800
$197K 0.01%
72,610
-1,057
30 31
32
33 34