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
851
$107K 0.01%
+60,680
852
$107K 0.01%
+10,303
853
$105K 0.01%
+10,456
854
$103K 0.01%
33,750
-3,118
855
$99.7K 0.01%
24,377
+1,078
856
$98.8K 0.01%
+18,000
857
$96.5K 0.01%
+18,486
858
$91.1K 0.01%
+10,000
859
$89.9K 0.01%
20,454
+174
860
$87.4K 0.01%
+10,209
861
$85.3K 0.01%
30,909
-11,763
862
$84.6K 0.01%
100
-32
863
$83K 0.01%
+1,216
864
$76K ﹤0.01%
+3,000
865
$76K ﹤0.01%
33,784
+1,468
866
$75.7K ﹤0.01%
13,988
867
$75.1K ﹤0.01%
83,489
868
$74.5K ﹤0.01%
5,480
869
$73.1K ﹤0.01%
19,094
-20,197
870
$70.8K ﹤0.01%
13,905
871
$69.4K ﹤0.01%
16,209
-118
872
$65.1K ﹤0.01%
+11,489
873
$63.2K ﹤0.01%
+10,000
874
$58.4K ﹤0.01%
+13,785
875
$56.3K ﹤0.01%
17,255
-9,060
33 34
35
36 37