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
151
$811K 0.16%
9,136
+1,086
152
$809K 0.16%
3,376
+70
153
$806K 0.16%
7,112
+138
154
$806K 0.16%
19,668
+233
155
$804K 0.16%
35,721
+3,268
156
$802K 0.16%
9,434
+61
157
$797K 0.16%
8,903
+496
158
$793K 0.16%
24,711
+3,089
159
$766K 0.16%
9,986
-71
160
$761K 0.15%
4,181
+2,652
161
$760K 0.15%
6,634
+95
162
$755K 0.15%
6,488
+246
163
$754K 0.15%
7,791
-274
164
$754K 0.15%
5,958
-71
165
$752K 0.15%
7,580
166
$745K 0.15%
5,903
+68
167
$741K 0.15%
5,917
+346
168
$740K 0.15%
6,726
-40
169
$736K 0.15%
6,383
+296
170
$731K 0.15%
19,161
-2,796
171
$729K 0.15%
21,310
+1,341
172
$723K 0.15%
15,549
+3,109
173
$717K 0.15%
13,523
+809
174
$701K 0.14%
3,963
+103
175
$690K 0.14%
163,485
-190
5 6
7
8 9