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
551
$475K 0.03%
3,552
-1,965
552
$475K 0.03%
2,149
+30
553
$475K 0.03%
25,431
+1,409
554
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7,811
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555
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10,497
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556
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1
557
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2,061
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558
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3,468
559
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4,223
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560
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10,105
+1,007
561
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1,500
562
$463K 0.03%
45,345
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563
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11,971
-142
564
$461K 0.03%
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565
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3,157
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566
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568
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569
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1,256
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10,628
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571
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2,737
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572
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1,362
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573
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4,981
574
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2,142
-46
575
$449K 0.03%
14,315
+1,500
21 22
23
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