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
176
$688K 0.14%
19,138
+1,346
177
$686K 0.14%
3,206
+106
178
$686K 0.14%
6,711
+27
179
$684K 0.14%
11,034
+1,461
180
$684K 0.14%
8,154
181
$682K 0.14%
22,304
+764
182
$673K 0.14%
10,288
+3,279
183
$672K 0.14%
10,228
+585
184
$666K 0.13%
12,422
+967
185
$664K 0.13%
22,949
+3,969
186
$663K 0.13%
20,084
+1,020
187
$661K 0.13%
14,730
-124
188
$657K 0.13%
10,218
+2,557
189
$656K 0.13%
97,247
+17,365
190
$653K 0.13%
9,156
-373
191
$645K 0.13%
9,314
+332
192
$644K 0.13%
2,884
-119
193
$644K 0.13%
18,592
+2,322
194
$639K 0.13%
19,432
+1,050
195
$635K 0.13%
12,384
+1,869
196
$627K 0.13%
14,313
+574
197
$625K 0.13%
61,533
+5,394
198
$621K 0.13%
7,267
+4,111
199
$621K 0.13%
5,574
+3
200
$620K 0.13%
9,313
+351
6 7
8
9 10