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
801
$190K 0.01%
10,000
802
$189K 0.01%
19,119
+8,527
803
$189K 0.01%
+15,603
804
$188K 0.01%
16,751
+294
805
$186K 0.01%
+15,393
806
$186K 0.01%
14,050
-13,200
807
$186K 0.01%
11,558
-331
808
$184K 0.01%
+15,120
809
$183K 0.01%
+15,780
810
$182K 0.01%
16,324
+840
811
$181K 0.01%
+14,257
812
$181K 0.01%
16,220
-15,560
813
$180K 0.01%
+14,935
814
$178K 0.01%
+19,657
815
$177K 0.01%
12,203
816
$176K 0.01%
+15,938
817
$176K 0.01%
10,773
-3,660
818
$168K 0.01%
17,238
-6,194
819
$165K 0.01%
14,694
-8,851
820
$164K 0.01%
11,234
+1,870
821
$161K 0.01%
+10,238
822
$158K 0.01%
10,043
-43
823
$154K 0.01%
29,103
+8,035
824
$154K 0.01%
26,337
+485
825
$152K 0.01%
18,571
-7,884
31 32
33
34 35