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
276
$1.31M 0.08%
32,075
+5,642
277
$1.31M 0.08%
29,455
-1,477
278
$1.3M 0.08%
57,963
+138
279
$1.3M 0.08%
6,760
-1,740
280
$1.28M 0.07%
26,508
+559
281
$1.28M 0.07%
6,132
+692
282
$1.27M 0.07%
15,337
+2,547
283
$1.27M 0.07%
6,689
+12
284
$1.26M 0.07%
157,763
-11,036
285
$1.25M 0.07%
105,715
+601
286
$1.22M 0.07%
10,523
+56
287
$1.22M 0.07%
8,809
+43
288
$1.22M 0.07%
25,412
+2,343
289
$1.22M 0.07%
11,551
+261
290
$1.21M 0.07%
25,934
-517
291
$1.2M 0.07%
3,921
+16
292
$1.19M 0.07%
3,548
+89
293
$1.19M 0.07%
26,529
+1,969
294
$1.19M 0.07%
7,722
+101
295
$1.18M 0.07%
11,336
+653
296
$1.18M 0.07%
6,057
+93
297
$1.18M 0.07%
7,490
+1,120
298
$1.17M 0.07%
7,767
+1,691
299
$1.17M 0.07%
6,277
300
$1.17M 0.07%
27,144
-142
10 11
12
13 14