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
201
$1.7M 0.11%
6,680
-1,014
202
$1.7M 0.11%
10,258
+280
203
$1.69M 0.11%
14,792
+2,993
204
$1.69M 0.11%
6,861
-305
205
$1.68M 0.11%
45,924
+149
206
$1.67M 0.11%
5,791
+43
207
$1.65M 0.11%
9,667
+207
208
$1.65M 0.11%
26,572
+3,839
209
$1.64M 0.11%
5,896
-222
210
$1.63M 0.1%
49,845
211
$1.62M 0.1%
11,122
-1,540
212
$1.62M 0.1%
7,580
213
$1.61M 0.1%
5,364
-258
214
$1.61M 0.1%
17,722
-799
215
$1.6M 0.1%
16,745
+8,371
216
$1.6M 0.1%
687,082
+38,778
217
$1.6M 0.1%
57,573
+7,837
218
$1.59M 0.1%
102,082
-1,345
219
$1.59M 0.1%
32,498
+871
220
$1.59M 0.1%
13,725
-911
221
$1.58M 0.1%
57,501
+6,460
222
$1.58M 0.1%
50,718
+1,176
223
$1.57M 0.1%
637
-13
224
$1.56M 0.1%
15,466
-1,510
225
$1.55M 0.1%
10,599
+301
7 8
9
10 11