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
151
$2.29M 0.15%
9,895
+785
152
$2.29M 0.15%
19,382
+114
153
$2.24M 0.14%
46,210
+4,930
154
$2.22M 0.14%
93,668
+77,898
155
$2.2M 0.14%
24,973
-1,485
156
$2.18M 0.14%
3,996
+29
157
$2.17M 0.14%
332,518
+11,578
158
$2.17M 0.14%
69,919
-1
159
$2.16M 0.14%
13,792
-36
160
$2.13M 0.14%
28,502
+3,786
161
$2.12M 0.14%
22,846
+216
162
$2.11M 0.14%
5,631
-122
163
$2.1M 0.13%
54,254
+6,999
164
$2.06M 0.13%
32,875
-5,373
165
$2.06M 0.13%
28,897
-6,527
166
$2.04M 0.13%
76,071
-1,268
167
$2.04M 0.13%
17,237
-1,024
168
$2.04M 0.13%
14,566
-305
169
$2.03M 0.13%
25,733
-2,285
170
$2.02M 0.13%
9,588
-994
171
$2M 0.13%
10,519
+1,400
172
$2M 0.13%
9,077
+707
173
$1.99M 0.13%
20,984
-866
174
$1.98M 0.13%
25,740
-1,806
175
$1.97M 0.13%
80,000
+30,000
5 6
7
8 9