LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$354M
AUM Growth
+$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1
+$540K
2
+$450K
3
+$348K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$348K
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$332K

Top Sells

1
+$1.6M
2
+$1.11M
3
+$757K
4
AVNT icon
Avient
AVNT
+$550K
5
COL
Rockwell Collins
COL
+$450K

Sector Composition

1 Financials 18.44%
2 Technology 15.27%
3 Healthcare 14.62%
4 Energy 9.25%
5 Consumer Staples 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$587K 0.17%
5,828
+313
152
$587K 0.17%
6,372
-1,076
153
$585K 0.17%
12,753
-1,220
154
$584K 0.16%
+14,265
155
$582K 0.16%
6,419
+395
156
$581K 0.16%
15,493
-130
157
$579K 0.16%
6,871
-502
158
$577K 0.16%
119,999
159
$575K 0.16%
6,113
-1,238
160
$570K 0.16%
9,708
-262
161
$562K 0.16%
33,825
+1,830
162
$555K 0.16%
30,159
-2,451
163
$552K 0.16%
7,726
-1,108
164
$542K 0.15%
38,698
+502
165
$538K 0.15%
52,437
+2,934
166
$537K 0.15%
10,436
-1,640
167
$536K 0.15%
7,517
-411
168
$535K 0.15%
16,697
+431
169
$531K 0.15%
6,807
+1,081
170
$527K 0.15%
8,922
-552
171
$521K 0.15%
2,051
+260
172
$510K 0.14%
15,542
-1,612
173
$505K 0.14%
77,789
-4,289
174
$505K 0.14%
3,337
-114
175
$505K 0.14%
14,526
+155
5 6
7
8 9