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
326
$1.04M 0.06%
4,937
-536
327
$1.03M 0.06%
24,256
+167
328
$1.03M 0.06%
11,652
+419
329
$1.03M 0.06%
4,552
+885
330
$1.02M 0.06%
8,937
+1,101
331
$1.02M 0.06%
2,042
-556
332
$1.02M 0.06%
13,189
+508
333
$1.02M 0.06%
7,694
+224
334
$1.01M 0.06%
158,489
+9,559
335
$1.01M 0.06%
13,342
+63
336
$1.01M 0.06%
17,451
+17
337
$1M 0.06%
16,649
-424
338
$1M 0.06%
18,522
+20
339
$997K 0.06%
209,516
-72,981
340
$989K 0.06%
21,621
+2,075
341
$984K 0.06%
4,312
-515
342
$982K 0.06%
13,459
+255
343
$972K 0.06%
12,860
-636
344
$965K 0.06%
3,698
-110
345
$958K 0.06%
1,711
-18
346
$953K 0.06%
9,909
-219
347
$947K 0.06%
2,148
-57
348
$945K 0.06%
12,073
+960
349
$939K 0.06%
33,037
+931
350
$938K 0.05%
4,782
+1,575
12 13
14
15 16