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
126
$2.73M 0.18%
17,931
-23
127
$2.72M 0.17%
15,603
-65
128
$2.71M 0.17%
12,304
+290
129
$2.69M 0.17%
19,100
+1,766
130
$2.67M 0.17%
145,092
+40,470
131
$2.57M 0.17%
5,019
+87
132
$2.57M 0.16%
39,636
+1,558
133
$2.54M 0.16%
14,270
-1,217
134
$2.54M 0.16%
50,624
+2,162
135
$2.53M 0.16%
135,661
+3,535
136
$2.53M 0.16%
19,520
+310
137
$2.52M 0.16%
8,175
-237
138
$2.49M 0.16%
19,963
+2,358
139
$2.48M 0.16%
15,722
-1,019
140
$2.48M 0.16%
14,238
+632
141
$2.44M 0.16%
45,675
+1,389
142
$2.44M 0.16%
52,211
143
$2.44M 0.16%
19,477
-173
144
$2.42M 0.16%
58,605
+905
145
$2.41M 0.15%
3,829
+4
146
$2.4M 0.15%
14,647
+42
147
$2.39M 0.15%
30,797
-2,242
148
$2.38M 0.15%
35,689
+1,717
149
$2.35M 0.15%
70,175
150
$2.33M 0.15%
3,282
-42
4 5
6
7 8