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
501
$524K 0.03%
4,663
+243
502
$523K 0.03%
16,064
+27
503
$521K 0.03%
5,983
-194
504
$520K 0.03%
8,365
+31
505
$520K 0.03%
2,074
+133
506
$519K 0.03%
14,390
+375
507
$518K 0.03%
7,113
+162
508
$517K 0.03%
12,040
-74
509
$516K 0.03%
8,762
+583
510
$515K 0.03%
14,876
-418
511
$512K 0.03%
7,770
512
$509K 0.03%
1,302
+77
513
$509K 0.03%
5,536
+19
514
$507K 0.03%
15,997
+383
515
$502K 0.03%
37,403
+12,994
516
$502K 0.03%
152,697
+7,934
517
$501K 0.03%
25,668
518
$498K 0.03%
13,797
-561
519
$498K 0.03%
745
+102
520
$496K 0.03%
3,007
+189
521
$496K 0.03%
29,314
+2,480
522
$495K 0.03%
17,054
-878
523
$493K 0.03%
158,648
+13,596
524
$493K 0.03%
2,750
+24
525
$492K 0.03%
21,506
+1,527
19 20
21
22 23