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
101
$3.19M 0.2%
47,279
102
$3.17M 0.2%
49,513
-361
103
$3.16M 0.2%
7,361
+367
104
$3.13M 0.2%
36,796
+505
105
$3.12M 0.2%
28,178
+1,666
106
$3.11M 0.2%
51,292
-16
107
$3.1M 0.2%
6,370
+553
108
$3.09M 0.2%
202,370
+8,325
109
$3.08M 0.2%
65,929
+3,291
110
$3.05M 0.2%
9,217
+523
111
$3.05M 0.2%
11,825
+873
112
$3.03M 0.19%
32,245
-344
113
$3.03M 0.19%
32,524
-2,120
114
$3.01M 0.19%
36,870
+3,347
115
$2.96M 0.19%
48,083
-1,644
116
$2.93M 0.19%
51,511
+3,953
117
$2.93M 0.19%
35,555
+14,449
118
$2.9M 0.19%
11,876
+539
119
$2.89M 0.19%
28,574
+727
120
$2.83M 0.18%
18,991
-1,671
121
$2.79M 0.18%
35,093
+779
122
$2.78M 0.18%
26,958
+7,230
123
$2.77M 0.18%
28,414
-131
124
$2.75M 0.18%
16,432
-1,001
125
$2.74M 0.18%
18,015
+369
3 4
5
6 7