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
526
$505K 0.03%
3,888
+148
527
$505K 0.03%
2,707
+305
528
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531
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533
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534
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+1,114
535
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2,360
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537
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538
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539
$494K 0.03%
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540
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284,968
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541
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32,076
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546
$482K 0.03%
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31,740
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548
$479K 0.03%
7,105
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549
$479K 0.03%
9,321
+260
550
$477K 0.03%
7,163
+637
20 21
22
23 24