LNWWM
Laird Norton Wetherby Wealth Management Portfolio holdings
AUM
$2.25B
This Quarter Return
+11.5%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$2.09B
AUM Growth
+$2.09B
(+9.3%)
Cap. Flow
+$16.8M
Cap. Flow
% of AUM
0.8%
Top 10 Holdings %
Top 10 Hldgs %
29.58%
Holding
973
New
63
Increased
333
Reduced
476
Closed
25
Top Buys
| 1 |
Amazon
AMZN
|
$6.56M |
| 2 |
Global Payments
GPN
|
$3.9M |
| 3 |
Charles Schwab
SCHW
|
$2.6M |
| 4 |
Becton Dickinson
BDX
|
$1.47M |
| 5 |
iShares Core Total USD Bond Market ETF
IUSB
|
$1.27M |
Top Sells
| 1 |
Apple
AAPL
|
$2.22M |
| 2 |
Arista Networks
ANET
|
$1.63M |
| 3 |
Microsoft
MSFT
|
$1.1M |
| 4 |
Schwab Emerging Markets Equity ETF
SCHE
|
$924K |
| 5 |
Concentrix
CNXC
|
$718K |
Sector Composition
| 1 | Technology | 26.93% |
| 2 | Healthcare | 9.97% |
| 3 | Financials | 9.85% |
| 4 | Consumer Discretionary | 8.7% |
| 5 | Communication Services | 7.48% |
