LNWTC
Laird Norton Wetherby Trust Company Portfolio holdings
AUM
$728M
1-Year Est. Return
17.12%
1 Year Est. Return
+17.12%
AUM
$622M
AUM Growth
-$110M
(-15%)
Holding
83
Top Buys
| 1 | +$2.54M | |
| 2 | +$1.75M | |
| 3 | +$588K | |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$587K |
| 5 |
ORIX
IX
|
+$280K |
Top Sells
| 1 | +$17.9M | |
| 2 | +$17.2M | |
| 3 | +$5.37M | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$5.1M |
| 5 |
Tesla
TSLA
|
+$5.06M |
Sector Composition
| 1 | Technology | 46.93% |
| 2 | Consumer Discretionary | 3.36% |
| 3 | Financials | 2.86% |
| 4 | Healthcare | 1.8% |
| 5 | Communication Services | 1.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Pfizer
PFE
$193B
| – | – |
-10,664
|
|
||
77
Schwab International Equity ETF
SCHF
$52.5B
| – | – |
-56,150
|
|
||
78
Schwab US Large-Cap Growth ETF
SCHG
$53.5B
| – | – |
-14,052
|
|
||
79
Schwab US TIPS ETF
SCHP
$14.3B
| – | – |
-16,701
|
|
||
|
80
Tesla
TSLA
$1.54T
| – | – |
-12,525
|
|
||
81
United Microelectronic
UMC
$19.5B
| – | – |
-23,754
|
|
||
82
XPeng
XPEV
$20.8B
| – | – |
-21,654
|
|
||
|
ACCD
83
DELISTED
Accolade Inc
ACCD
| – | – |
-11,000
|
|