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
926
– –
-2,565
927
– –
-1,386
928
– –
-3,628
929
– –
-10,000
930
– –
-12,218
931
– –
-11,120
932
– –
-4,870
933
– –
-10,931
934
– –
-9,201
935
– –
-1,463
936
– –
-11,574
937
– –
-25,648
938
– –
-14,823
939
– –
-6,740
940
– –
-6,350
941
– –
-14,654
942
– –
-15,056
943
– –
-2,045
944
– –
-5,968
945
– –
-2,336
946
– –
-4,667
947
– –
-2,997
948
– –
-15,672
949
– –
-10,204
950
– –
-15,096
35 36 37
38
39