LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.25B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1 +$132M
2 +$102M
3 +$89.1M
4
NVDA icon
NVIDIA
NVDA
+$87.4M
5
AMZN icon
Amazon
AMZN
+$63.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 28.7%
2 Financials 11.47%
3 Consumer Discretionary 8.2%
4 Communication Services 7.84%
5 Healthcare 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AAPL icon
1
Apple
AAPL
$3.91T
$134M 5.97%
+653,281
MSFT icon
2
Microsoft
MSFT
$3.05T
$117M 5.2%
+234,674
NVDA icon
3
NVIDIA
NVDA
$4.83T
$110M 4.88%
+694,150
VTI icon
4
Vanguard Total Stock Market ETF
VTI
$603B
$96.3M 4.29%
+316,707
AMZN icon
5
Amazon
AMZN
$2.67T
$70.9M 3.16%
+323,046
META icon
6
Meta Platforms (Facebook)
META
$1.7T
$47.6M 2.12%
+64,526
VEA icon
7
Vanguard FTSE Developed Markets ETF
VEA
$220B
$41.3M 1.84%
+724,951
GOOGL icon
8
Alphabet (Google) Class A
GOOGL
$4.08T
$40.5M 1.81%
+230,067
SPY icon
9
State Street SPDR S&P 500 ETF Trust
SPY
$710B
$37.7M 1.68%
+61,002
NFLX icon
10
Netflix
NFLX
$455B
$29.9M 1.33%
+223,460
JPM icon
11
JPMorgan Chase
JPM
$821B
$27.4M 1.22%
+94,569
VT icon
12
Vanguard Total World Stock ETF
VT
$67.3B
$25.8M 1.15%
+200,372
AVGO icon
13
Broadcom
AVGO
$1.88T
$25.1M 1.12%
+90,889
TSM icon
14
TSMC
TSM
$1.95T
$24.1M 1.07%
+106,350
V icon
15
Visa
V
$608B
$19.5M 0.87%
+54,980
LLY icon
16
Eli Lilly
LLY
$809B
$19.5M 0.87%
+25,010
TSLA icon
17
Tesla
TSLA
$1.47T
$16.9M 0.75%
+53,320
GOOG icon
18
Alphabet (Google) Class C
GOOG
$4.05T
$15.4M 0.69%
+86,759
MA icon
19
Mastercard
MA
$464B
$15.4M 0.68%
+27,359
CMC icon
20
Commercial Metals
CMC
$7.2B
$13.7M 0.61%
+280,997
JNJ icon
21
Johnson & Johnson
JNJ
$575B
$13.2M 0.59%
+86,144
COST icon
22
Costco
COST
$437B
$12.8M 0.57%
+12,921
IVW icon
23
iShares S&P 500 Growth ETF
IVW
$68.1B
$12.3M 0.55%
+112,123
ORCL icon
24
Oracle
ORCL
$488B
$12.3M 0.55%
+56,413
HD icon
25
Home Depot
HD
$338B
$11.8M 0.53%
+32,228