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
$494M
AUM Growth
+$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$950K
2
+$893K
3
+$623K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$591K
5
META icon
Meta Platforms (Facebook)
META
+$583K

Top Sells

1
+$782K
2
+$660K
3
+$380K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$342K
5
DHR icon
Danaher
DHR
+$314K

Sector Composition

1 Financials 17.56%
2 Technology 16.76%
3 Healthcare 14.83%
4 Communication Services 9.11%
5 Consumer Staples 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.34M 0.27%
20,992
+1,454
77
$1.32M 0.27%
17,786
+521
78
$1.31M 0.27%
4,541
+70
79
$1.31M 0.27%
30,618
+1,008
80
$1.29M 0.26%
10,565
+497
81
$1.29M 0.26%
876
+122
82
$1.28M 0.26%
14,532
+1,274
83
$1.27M 0.26%
11,660
+746
84
$1.26M 0.26%
15,673
-1,252
85
$1.25M 0.25%
19,576
+282
86
$1.23M 0.25%
15,343
+1,347
87
$1.23M 0.25%
17,702
-4,513
88
$1.23M 0.25%
22,700
89
$1.22M 0.25%
6,288
+1,520
90
$1.19M 0.24%
11,418
+8,575
91
$1.18M 0.24%
14,817
+649
92
$1.18M 0.24%
51,704
+11,125
93
$1.17M 0.24%
39,635
+5,871
94
$1.17M 0.24%
16,211
+137
95
$1.15M 0.23%
23,992
+306
96
$1.14M 0.23%
26,953
+2,665
97
$1.13M 0.23%
20,902
+744
98
$1.11M 0.22%
17,271
+4
99
$1.1M 0.22%
9,188
+86
100
$1.09M 0.22%
25,113
+1,811
2 3
4
5 6