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
176
$501K 0.14%
6,701
+315
177
$497K 0.14%
4,309
+59
178
$496K 0.14%
70,585
+6,275
179
$493K 0.14%
19,212
-3,068
180
$490K 0.14%
6,589
+196
181
$490K 0.14%
6,050
182
$490K 0.14%
8,417
-239
183
$486K 0.14%
4,116
-183
184
$486K 0.14%
2,063
+133
185
$483K 0.14%
12,897
-1,185
186
$482K 0.14%
16,987
-745
187
$480K 0.14%
11,233
-1,779
188
$478K 0.13%
10,537
+730
189
$463K 0.13%
5,022
-585
190
$462K 0.13%
6,867
-477
191
$462K 0.13%
4,289
-145
192
$461K 0.13%
14,257
-998
193
$461K 0.13%
5,470
-75
194
$459K 0.13%
7,923
-625
195
$458K 0.13%
9,649
+2,022
196
$452K 0.13%
11,510
+1,646
197
$451K 0.13%
1,961
-32
198
$445K 0.13%
54,222
-3,203
199
$443K 0.13%
5,717
-291
200
$441K 0.12%
4,897
-165
6 7
8
9 10