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
476
$591K 0.03%
6,016
-315
477
$587K 0.03%
8,931
+1,030
478
$586K 0.03%
16,945
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479
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480
$586K 0.03%
31,989
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481
$586K 0.03%
15,708
482
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483
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7,624
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484
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14,950
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485
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486
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21,620
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487
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15,234
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488
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21,835
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489
$571K 0.03%
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495
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496
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30,189
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497
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17,489
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498
$550K 0.03%
1,645
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499
$548K 0.03%
6,238
+2,448
500
$547K 0.03%
8,850
18 19
20
21 22