LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
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
+$11M
2
+$3.69M
3
+$2.78M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.17M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.88M

Top Sells

1
+$2.74M
2
+$2.34M
3
+$1.71M
4
GL icon
Globe Life
GL
+$1.07M
5
DHR icon
Danaher
DHR
+$1.04M

Sector Composition

1 Technology 22.69%
2 Healthcare 12.24%
3 Financials 9.74%
4 Consumer Discretionary 7.48%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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902
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903
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904
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905
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907
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908
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909
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910
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911
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912
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913
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914
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915
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916
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917
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919
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920
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921
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922
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923
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-9,436
924
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925
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-18,117
35 36
37
38 39