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
76
$3.97M 0.26%
113,643
+17,784
77
$3.9M 0.25%
45,407
-3,004
78
$3.87M 0.25%
68,477
+8,717
79
$3.86M 0.25%
11,512
-996
80
$3.85M 0.25%
9,891
-194
81
$3.85M 0.25%
58,626
-43,781
82
$3.8M 0.24%
27,840
+5,109
83
$3.79M 0.24%
210,362
+12,456
84
$3.78M 0.24%
33,496
+3,988
85
$3.67M 0.24%
36,402
+1,955
86
$3.64M 0.23%
137,730
+10,346
87
$3.64M 0.23%
72,247
+3,502
88
$3.61M 0.23%
15,079
+1,143
89
$3.59M 0.23%
24,301
+196
90
$3.48M 0.22%
16,233
-1,119
91
$3.46M 0.22%
76,112
-1,349
92
$3.46M 0.22%
10,614
+1,509
93
$3.44M 0.22%
157,126
+4,376
94
$3.39M 0.22%
54,677
+2,986
95
$3.36M 0.22%
136,328
-1,000
96
$3.35M 0.22%
25,290
+405
97
$3.32M 0.21%
15,679
+13
98
$3.29M 0.21%
86,784
-2,286
99
$3.27M 0.21%
7,394
-119
100
$3.25M 0.21%
82,591
+869
2 3
4
5 6