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
826
$150K 0.01%
14,044
+374
827
$147K 0.01%
25,624
-91
828
$133K 0.01%
30,667
+9,718
829
$132K 0.01%
12,500
830
$132K 0.01%
+10,037
831
$128K 0.01%
+12,399
832
$123K 0.01%
2,104
+58
833
$120K 0.01%
11,875
-4,699
834
$117K 0.01%
19,685
-9,937
835
$117K 0.01%
16,645
+4,808
836
$116K 0.01%
+13,496
837
$116K 0.01%
+13,423
838
$116K 0.01%
+10,992
839
$115K 0.01%
+11,230
840
$115K 0.01%
+11,140
841
$114K 0.01%
+10,231
842
$114K 0.01%
19,449
-6,798
843
$114K 0.01%
13,700
-14,000
844
$112K 0.01%
+10,113
845
$111K 0.01%
+11,016
846
$110K 0.01%
16,453
-14
847
$109K 0.01%
+11,159
848
$109K 0.01%
12,160
-3,518
849
$109K 0.01%
+10,669
850
$108K 0.01%
+11,118
32 33
34
35 36