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
101
$1.09M 0.22%
6,732
+367
102
$1.08M 0.22%
68,253
-10,187
103
$1.07M 0.22%
9,888
+2,448
104
$1.07M 0.22%
23,239
+1,358
105
$1.07M 0.22%
6,099
+244
106
$1.06M 0.22%
32,408
+3,616
107
$1.06M 0.22%
3,395
+484
108
$1.04M 0.21%
8,126
+2,483
109
$1.03M 0.21%
32,697
+2,601
110
$1.02M 0.21%
48,960
-3,236
111
$1.01M 0.2%
8,715
+863
112
$1.01M 0.2%
15,035
-759
113
$1M 0.2%
7,945
+267
114
$1M 0.2%
14,569
+523
115
$998K 0.2%
7,944
+172
116
$984K 0.2%
22,415
+525
117
$975K 0.2%
14,018
+1,173
118
$960K 0.19%
27,396
+1,689
119
$960K 0.19%
10,465
+67
120
$959K 0.19%
25,648
+994
121
$954K 0.19%
15,512
+1,454
122
$952K 0.19%
16,051
+892
123
$950K 0.19%
+7,888
124
$948K 0.19%
30,652
+3,340
125
$944K 0.19%
6,935
-427
3 4
5
6 7