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
376
$824K 0.05%
30,228
+9,678
377
$823K 0.05%
20,281
+11,957
378
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50,408
+14,937
379
$821K 0.05%
2,468
380
$820K 0.05%
8,991
381
$816K 0.05%
8,606
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382
$815K 0.05%
13,367
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383
$808K 0.05%
188,864
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384
$806K 0.05%
8,254
-56
385
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8,860
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386
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187,352
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387
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24,112
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388
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25,274
+1,182
389
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48,505
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390
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22,232
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392
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393
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28,132
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13,000
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11,602
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396
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11,541
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397
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22,432
-3,295
398
$763K 0.04%
12,046
+2,447
399
$763K 0.04%
35,220
+3,846
400
$761K 0.04%
47,767
-1,494
14 15
16
17 18