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
501
$545K 0.03%
20,570
+37
502
$545K 0.03%
4,987
-246
503
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29,607
+106
504
$543K 0.03%
1,529
-26
505
$542K 0.03%
233,676
+27,429
506
$541K 0.03%
9,684
+426
507
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2,646
+503
508
$533K 0.03%
39,984
+1,948
509
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48,065
+36,190
510
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6,287
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511
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512
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2,292
-289
513
$529K 0.03%
30,216
+5,714
514
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6,423
-12
515
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516
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517
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-50
518
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13,840
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519
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13,263
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520
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49,444
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521
$515K 0.03%
21,277
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522
$514K 0.03%
8,818
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523
$514K 0.03%
1,676
-21
524
$506K 0.03%
4,506
+104
525
$505K 0.03%
3,276
-1,242
19 20
21
22 23