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
876
$55.4K ﹤0.01%
35,041
+24,603
877
$51.8K ﹤0.01%
+767
878
$51.2K ﹤0.01%
21,148
+3,293
879
$40.5K ﹤0.01%
+11,913
880
$33.7K ﹤0.01%
+413
881
$31.3K ﹤0.01%
+514
882
$30.6K ﹤0.01%
26,625
883
$27.3K ﹤0.01%
+48
884
$24.5K ﹤0.01%
+379
885
$17.6K ﹤0.01%
+15,690
886
$16.4K ﹤0.01%
679
-168
887
$14.1K ﹤0.01%
+1
888
– –
-2,121
889
– –
-18,506
890
– –
-17,720
891
– –
-20,060
892
– –
-9,839
893
– –
-1,692
894
– –
-11,144
895
– –
-15,771
896
– –
-4,433
897
– –
-1,240
898
– –
-3,700
899
– –
-673
900
– –
-1,678
34 35
36
37 38