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
126
$942K 0.19%
17,275
+417
127
$927K 0.19%
21,686
+2,397
128
$926K 0.19%
7,868
+1,936
129
$917K 0.19%
10,183
+558
130
$916K 0.19%
5,757
+571
131
$913K 0.18%
22,885
+1,565
132
$912K 0.18%
8,726
+1,071
133
$894K 0.18%
17,968
-7,628
134
$885K 0.18%
12,136
+667
135
$877K 0.18%
10,885
+320
136
$876K 0.18%
3,245
+374
137
$875K 0.18%
12,184
+1,281
138
$867K 0.18%
4,190
+151
139
$865K 0.18%
130,120
+5,445
140
$865K 0.18%
19,490
+1,799
141
$842K 0.17%
34,518
+473
142
$833K 0.17%
66,405
-1,096
143
$832K 0.17%
4,984
+796
144
$831K 0.17%
18,767
+669
145
$828K 0.17%
4,739
+382
146
$825K 0.17%
12,918
+315
147
$823K 0.17%
17,457
+698
148
$822K 0.17%
11,815
-253
149
$815K 0.16%
6,743
+505
150
$812K 0.16%
160,649
+27,718
4 5
6
7 8