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
176
$1.95M 0.13%
16,437
+1,085
177
$1.95M 0.13%
16,752
+268
178
$1.94M 0.12%
10,334
+961
179
$1.94M 0.12%
27,207
+2,679
180
$1.91M 0.12%
27,444
-2,724
181
$1.91M 0.12%
17,394
182
$1.9M 0.12%
97,935
+747
183
$1.9M 0.12%
48,616
-1,867
184
$1.9M 0.12%
67,862
+5,105
185
$1.9M 0.12%
2,627
+135
186
$1.89M 0.12%
4,875
-408
187
$1.87M 0.12%
18,161
+3,027
188
$1.86M 0.12%
+25,000
189
$1.84M 0.12%
21,918
-814
190
$1.84M 0.12%
54,575
-3,806
191
$1.84M 0.12%
40,586
-4,337
192
$1.81M 0.12%
18,039
+1,012
193
$1.8M 0.12%
13,518
+2
194
$1.79M 0.11%
2,732
+533
195
$1.76M 0.11%
37,192
+1,706
196
$1.75M 0.11%
24,356
+703
197
$1.75M 0.11%
6,599
+637
198
$1.74M 0.11%
35,889
+6,695
199
$1.72M 0.11%
7,102
+69
200
$1.71M 0.11%
37,455
+4,486
6 7
8
9 10