LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.25B
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
1
$106M 6.82%
816,953
-6,487
2
$65.6M 4.21%
343,000
-685
3
$58.9M 3.78%
245,419
+6,521
4
$29.2M 1.87%
694,585
+53,672
5
$28.6M 1.84%
74,895
-4,442
6
$24.4M 1.57%
290,855
-8,376
7
$21.4M 1.38%
242,966
+15,132
8
$19.6M 1.26%
227,975
+8,750
9
$17.7M 1.13%
99,940
+3,012
10
$14.2M 0.91%
293,386
-14,108
11
$14.1M 0.9%
26,505
+374
12
$13.4M 0.86%
121,087
+1,924
13
$11.7M 0.75%
87,389
+4,386
14
$11.4M 0.73%
36,077
+690
15
$11.3M 0.73%
54,400
+3,179
16
$10.4M 0.67%
71,954
17
$10.4M 0.67%
712,150
+126,790
18
$9.63M 0.62%
53,277
+1,691
19
$9.55M 0.61%
63,006
+2,972
20
$9.3M 0.6%
57,573
+734
21
$9.28M 0.6%
25,360
+107
22
$9.05M 0.58%
85,813
+4,895
23
$8.29M 0.53%
68,849
-2,523
24
$8.25M 0.53%
110,746
+1,948
25
$8.05M 0.52%
206,485
+314
1
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