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
$1.71B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
943
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$3.58M
3
+$2.45M
4
TSLA icon
Tesla
TSLA
+$2.36M
5
UNH icon
UnitedHealth
UNH
+$1.73M

Top Sells

1
+$2.07M
2
+$1.43M
3
+$1.27M
4
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$1.27M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.07M

Sector Composition

1 Technology 25.77%
2 Healthcare 10.97%
3 Financials 8.81%
4 Consumer Discretionary 8.03%
5 Communication Services 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.64M 0.1%
13,516
-2
227
$1.64M 0.1%
93,719
-4,216
228
$1.64M 0.1%
2,374
-27
229
$1.63M 0.1%
615
+14
230
$1.61M 0.09%
88,221
-68
231
$1.61M 0.09%
61,115
+3,614
232
$1.6M 0.09%
18,001
+279
233
$1.59M 0.09%
46,442
-13
234
$1.59M 0.09%
24,686
+330
235
$1.57M 0.09%
3,823
-31
236
$1.55M 0.09%
6,082
-517
237
$1.55M 0.09%
56,912
-34
238
$1.54M 0.09%
31,126
+3,021
239
$1.53M 0.09%
30,448
+350
240
$1.53M 0.09%
3,838
-125
241
$1.52M 0.09%
13,304
-421
242
$1.51M 0.09%
37,054
-792
243
$1.51M 0.09%
7,193
+313
244
$1.51M 0.09%
10,910
245
$1.51M 0.09%
11,213
-186
246
$1.5M 0.09%
5,672
+50
247
$1.49M 0.09%
2,121
+38
248
$1.48M 0.09%
27,980
+160
249
$1.48M 0.09%
10,494
+499
250
$1.47M 0.09%
8,843
-93
8 9
10
11 12