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
26
$8.83M 0.52%
25,699
+339
27
$8.56M 0.5%
53,689
-3,884
28
$8.39M 0.49%
23,100
+418
29
$8.3M 0.49%
29,037
-161
30
$8.28M 0.48%
129,540
31
$8.23M 0.48%
238,190
+1,460
32
$8.07M 0.47%
101,446
+1,508
33
$7.98M 0.47%
16,053
+456
34
$7.88M 0.46%
28,281
+92
35
$7.74M 0.45%
59,012
+877
36
$7.71M 0.45%
70,266
+1,884
37
$7.51M 0.44%
143,744
+3,379
38
$7.37M 0.43%
1,184,114
39
$7.32M 0.43%
73,066
+1,909
40
$7.1M 0.42%
78,541
-4,507
41
$7.08M 0.41%
25,320
+314
42
$7.03M 0.41%
10,323
+220
43
$7M 0.41%
112,886
+5,178
44
$6.72M 0.39%
41,161
-437
45
$6.68M 0.39%
135,987
-2,901
46
$6.68M 0.39%
17,763
-496
47
$6.65M 0.39%
158,400
-7,696
48
$6.18M 0.36%
16,048
-90
49
$6.12M 0.36%
65,846
+887
50
$5.98M 0.35%
146,478
-8,335
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