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
MINT icon
876
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$14.5B
$208K 0.01%
2,066
+11
RUN icon
877
Sunrun
RUN
$4.7B
$208K 0.01%
12,007
+205
JHG icon
878
Janus Henderson
JHG
$6.75B
$207K 0.01%
+4,643
TER icon
879
Teradyne
TER
$28.5B
$206K 0.01%
+1,494
R icon
880
Ryder
R
$6.99B
$206K 0.01%
+1,090
CRWV
881
CoreWeave Inc
CRWV
$36.4B
$205K 0.01%
1,500
-300
PUK icon
882
Prudential
PUK
$37B
$204K 0.01%
+7,302
INSM icon
883
Insmed
INSM
$44.3B
$204K 0.01%
+1,417
EMO
884
ClearBridge Energy Midstream Opportunity Fund
EMO
$852M
$204K 0.01%
4,540
-3,812
SSL icon
885
Sasol
SSL
$4.14B
$204K 0.01%
32,723
+1,593
JEPQ icon
886
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$31.9B
$203K 0.01%
+3,531
JBS
887
JBS N.V.
JBS
$16.3B
$201K 0.01%
13,472
-154
EOS
888
Eaton Vance Enhance Equity Income Fund II
EOS
$1.22B
$201K 0.01%
8,389
AMCR icon
889
Amcor
AMCR
$19.7B
$194K 0.01%
23,679
+2,006
AOD
890
abrdn Total Dynamic Dividend Fund
AOD
$1.02B
$192K 0.01%
20,278
RVT icon
891
Royce Value Trust
RVT
$1.94B
$190K 0.01%
11,798
BDJ icon
892
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.63B
$190K 0.01%
20,853
HMY icon
893
Harmony Gold Mining
HMY
$12.3B
$189K 0.01%
10,421
-225
IGD
894
Voya Global Equity Dividend and Premium Opportunity Fund
IGD
$457M
$188K 0.01%
31,678
GHY
895
PGIM Global High Yield Fund
GHY
$510M
$186K 0.01%
14,453
EMD
896
Western Asset Emerging Markets Debt Fund
EMD
$618M
$185K 0.01%
17,892
-19,815
PTEN icon
897
Patterson-UTI
PTEN
$2.2B
$184K 0.01%
35,517
-2,902
SCD
898
LMP Capital and Income Fund
SCD
$259M
$183K 0.01%
11,792
-11,018
BWG
899
BrandywineGLOBAL Global Income Opportunities Fund
BWG
$140M
$183K 0.01%
21,077
GUG
900
Guggenheim Active Allocation Fund
GUG
$511M
$175K 0.01%
11,232
-12,358
34 35
36
37 38