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
301
$1.17M 0.07%
3,271
-63
302
$1.17M 0.07%
10,543
+64
303
$1.16M 0.07%
14,617
-8,229
304
$1.16M 0.07%
3,351
+183
305
$1.16M 0.07%
25,535
+399
306
$1.15M 0.07%
12,993
+1,124
307
$1.15M 0.07%
31,857
+952
308
$1.15M 0.07%
7,391
+1,361
309
$1.15M 0.07%
19,138
-1,539
310
$1.15M 0.07%
72,612
-1,806
311
$1.15M 0.07%
19,352
+2,846
312
$1.14M 0.07%
8,440
+695
313
$1.14M 0.07%
21,620
+9,043
314
$1.14M 0.07%
2,946
+36
315
$1.13M 0.07%
305,575
+21,434
316
$1.13M 0.07%
10,675
+71
317
$1.1M 0.06%
11,528
+255
318
$1.09M 0.06%
12,519
-328
319
$1.08M 0.06%
18,400
320
$1.08M 0.06%
7,419
-189
321
$1.07M 0.06%
7,965
-526
322
$1.06M 0.06%
49,008
+6,550
323
$1.05M 0.06%
20,130
324
$1.05M 0.06%
23,972
-3,529
325
$1.04M 0.06%
57,433
+1,834
11 12
13
14 15