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
EXE
826
Expand Energy Corp
EXE
$29B
$236K 0.01%
2,219
+258
PPL icon
827
PPL Corp
PPL
$27.3B
$236K 0.01%
6,343
+217
VONG icon
828
Vanguard Russell 1000 Growth ETF
VONG
$33.6B
$236K 0.01%
1,956
-32
LNC icon
829
Lincoln National
LNC
$7.81B
$235K 0.01%
5,827
-64
FMS icon
830
Fresenius Medical Care
FMS
$13.9B
$235K 0.01%
8,919
-215
TXT icon
831
Textron
TXT
$14.7B
$234K 0.01%
2,769
+96
ACRE
832
Ares Commercial Real Estate
ACRE
$292M
$234K 0.01%
51,801
+19,976
SNA icon
833
Snap-on
SNA
$17.7B
$234K 0.01%
674
+22
SCHX icon
834
Schwab US Large- Cap ETF
SCHX
$62.9B
$233K 0.01%
8,855
+126
VSGX icon
835
Vanguard ESG International Stock ETF
VSGX
$5.38B
$233K 0.01%
3,361
-31
SLM icon
836
SLM Corp
SLM
$5.95B
$233K 0.01%
8,412
WEX icon
837
WEX
WEX
$5.09B
$232K 0.01%
+1,474
HUBS icon
838
HubSpot
HUBS
$19.2B
$232K 0.01%
496
+16
FIX icon
839
Comfort Systems
FIX
$34.5B
$231K 0.01%
+280
VDC icon
840
Vanguard Consumer Staples ETF
VDC
$7.32B
$231K 0.01%
+1,081
WINN icon
841
Harbor Long-Term Growers ETF
WINN
$1.07B
$231K 0.01%
7,402
GMAB icon
842
Genmab
GMAB
$19.9B
$229K 0.01%
+7,475
THG icon
843
Hanover Insurance
THG
$6.6B
$228K 0.01%
1,257
-4
PTLC icon
844
Pacer Trendpilot US Large Cap ETF
PTLC
$3.43B
$228K 0.01%
4,168
EFX icon
845
Equifax
EFX
$26B
$228K 0.01%
889
+14
IP icon
846
International Paper
IP
$20.8B
$227K 0.01%
4,901
+64
DTM icon
847
DT Midstream
DTM
$12.3B
$226K 0.01%
1,997
+119
DECK icon
848
Deckers Outdoor
DECK
$12.8B
$226K 0.01%
2,227
+82
HOLX icon
849
Hologic
HOLX
$16.7B
$225K 0.01%
3,338
+24
FDN icon
850
First Trust Dow Jones Internet Index Fund ETF
FDN
$6.85B
$225K 0.01%
805
32 33
34
35 36