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
$1.77B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
951
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$1.55M
3
+$1.36M
4
TSLA icon
Tesla
TSLA
+$1.28M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.2M

Top Sells

1
+$6.27M
2
+$3.38M
3
+$3.23M
4
TDOC icon
Teladoc Health
TDOC
+$1.61M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.06M

Sector Composition

1 Technology 23.65%
2 Financials 11.67%
3 Healthcare 11.13%
4 Consumer Discretionary 8.99%
5 Communication Services 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$707K 0.04%
2,948
-1,581
402
$704K 0.04%
11,720
+129
403
$704K 0.04%
8,080
+560
404
$700K 0.04%
3,391
+33
405
$699K 0.04%
5,130
-203
406
$694K 0.04%
12,788
+495
407
$685K 0.04%
5,731
+182
408
$679K 0.04%
5,860
+3,174
409
$675K 0.04%
10,541
+477
410
$674K 0.04%
48,056
+929
411
$674K 0.04%
5,463
-476
412
$672K 0.04%
3,202
+61
413
$668K 0.04%
30,647
+527
414
$667K 0.04%
12,566
415
$667K 0.04%
6,218
-535
416
$664K 0.04%
3,113
-36
417
$661K 0.04%
3,642
-37
418
$661K 0.04%
41,910
+1,871
419
$659K 0.04%
1,749
-188
420
$656K 0.04%
2,870
+309
421
$654K 0.04%
4,923
-117
422
$653K 0.04%
158,925
-32,913
423
$651K 0.04%
19,331
-1,635
424
$650K 0.04%
4,933
-512
425
$648K 0.04%
37,531
-93
15 16
17
18 19