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
201
$619K 0.13%
14,145
+3,487
202
$616K 0.12%
154,333
203
$616K 0.12%
32,130
+320
204
$615K 0.12%
50,947
+9,890
205
$615K 0.12%
16,891
+3,495
206
$615K 0.12%
5,480
-531
207
$607K 0.12%
18,181
+909
208
$600K 0.12%
45,354
+1,041
209
$600K 0.12%
40,465
+1,315
210
$594K 0.12%
32,942
-376
211
$591K 0.12%
11,568
+517
212
$587K 0.12%
18,476
+946
213
$586K 0.12%
59,470
+6,040
214
$585K 0.12%
8,924
+378
215
$581K 0.12%
33,690
+3,420
216
$581K 0.12%
6,888
+462
217
$578K 0.12%
7,218
+144
218
$576K 0.12%
7,447
+500
219
$576K 0.12%
9,094
+765
220
$574K 0.12%
1,583
+38
221
$574K 0.12%
14,504
+1,093
222
$573K 0.12%
16,109
+161
223
$573K 0.12%
3,086
+215
224
$572K 0.12%
13,270
+1,036
225
$570K 0.12%
6,506
-155
7 8
9
10 11