LNWWM
Laird Norton Wetherby Wealth Management Portfolio holdings
AUM
$2.45B
This Fund
S&P 500
1 Year Est. Return
–
AUM
$2.45B
AUM Growth
+$203M
(+9%)
Holding
971
Top Buys
| 1 | +$6.64M | |
| 2 | +$3.48M | |
| 3 | +$1.87M | |
| 4 |
NVIDIA
NVDA
|
+$1.38M |
| 5 |
Broadcom
AVGO
|
+$1.33M |
Top Sells
| 1 | +$3.56M | |
| 2 | +$1.58M | |
| 3 | +$1.26M | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.07M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$954K |
Sector Composition
| 1 | Technology | 29.98% |
| 2 | Financials | 11.26% |
| 3 | Consumer Discretionary | 8.22% |
| 4 | Communication Services | 8.07% |
| 5 | Healthcare | 7.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
HSBC
HSBC
$321B
| $4.26M | 0.17% |
60,083
+599
|
|
||
102
Royal Bank of Canada
RY
$263B
| $4.23M | 0.17% |
28,700
+148
|
|
||
103
Progressive
PGR
$111B
| $4.22M | 0.17% |
17,087
-28
|
|
||
104
Banco Santander
SAN
$180B
| $4.21M | 0.17% |
401,882
+10,980
|
|
||
105
Vanguard FTSE All-World ex-US ETF
VEU
$66.4B
| $4.21M | 0.17% |
59,006
-4
|
|
||
106
TD Synnex
SNX
$21B
| $4.2M | 0.17% |
25,665
+23,604
|
|
||
107
Vanguard Dividend Appreciation ETF
VIG
$109B
| $4.2M | 0.17% |
19,463
-928
|
|
||
108
Stryker
SYK
$117B
| $4.18M | 0.17% |
11,312
+291
|
|
||
109
Williams-Sonoma
WSM
$24B
| $4.16M | 0.17% |
21,282
-131
|
|
||
110
Moody's
MCO
$79.2B
| $4.15M | 0.17% |
8,703
+158
|
|
||
111
Ecolab
ECL
$72B
| $4.1M | 0.17% |
14,978
-14
|
|
||
112
KLA
KLAC
$251B
| $4.09M | 0.17% |
3,788
+72
|
|
||
113
Micron Technology
MU
$1.1T
| $4.05M | 0.17% |
24,199
+498
|
|
||
114
Citigroup
C
$215B
| $4.01M | 0.16% |
39,490
+1,888
|
|
||
115
Invesco QQQ Trust
QQQ
$491B
| $3.99M | 0.16% |
6,643
+664
|
|
||
116
Thermo Fisher Scientific
TMO
$183B
| $3.98M | 0.16% |
8,210
+162
|
|
||
117
Vanguard Growth ETF
VUG
$231B
| $3.97M | 0.16% |
49,710
+240
|
|
||
118
iShares Core MSCI Emerging Markets ETF
IEMG
$162B
| $3.96M | 0.16% |
60,077
+951
|
|
||
119
Texas Instruments
TXN
$278B
| $3.95M | 0.16% |
21,484
+226
|
|
||
120
ICICI Bank
IBN
$94B
| $3.94M | 0.16% |
130,430
+1,220
|
|
||
121
Xylem
XYL
$26B
| $3.86M | 0.16% |
26,171
+1,236
|
|
||
122
Hartford Financial Services
HIG
$34.9B
| $3.86M | 0.16% |
28,928
+172
|
|
||
123
Verizon
VZ
$200B
| $3.84M | 0.16% |
87,437
+582
|
|
||
124
CRH
CRH
$72.7B
| $3.82M | 0.16% |
31,857
-1,536
|
|
||
125
Lam Research
LRCX
$398B
| $3.76M | 0.15% |
28,101
+1,020
|
|