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
601
$399K 0.02%
47,242
-633
602
$399K 0.02%
5,100
603
$397K 0.02%
24,191
-23
604
$396K 0.02%
5,273
-246
605
$396K 0.02%
9,154
-573
606
$395K 0.02%
11,580
-407
607
$395K 0.02%
8,971
608
$394K 0.02%
8,304
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609
$393K 0.02%
4,071
+217
610
$393K 0.02%
59,721
+7,199
611
$392K 0.02%
2,920
-5
612
$392K 0.02%
8,257
613
$392K 0.02%
5,482
+1,722
614
$391K 0.02%
7,277
-457
615
$390K 0.02%
1,333
+34
616
$390K 0.02%
9,470
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617
$390K 0.02%
4,120
-1,105
618
$386K 0.02%
8,090
-75
619
$386K 0.02%
6,430
+124
620
$386K 0.02%
6,114
-79
621
$384K 0.02%
+1,134
622
$383K 0.02%
5,778
+246
623
$383K 0.02%
4,541
-114
624
$383K 0.02%
13,362
+2,343
625
$382K 0.02%
38,373
23 24
25
26 27