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
601
$416K 0.02%
4,724
+259
602
$407K 0.02%
6,822
+86
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$405K 0.02%
49,783
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604
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$404K 0.02%
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$403K 0.02%
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607
$402K 0.02%
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608
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609
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610
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611
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612
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613
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33,118
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614
$395K 0.02%
12,193
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615
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$394K 0.02%
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3,109
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$385K 0.02%
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$384K 0.02%
3,519
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624
$384K 0.02%
1,901
-26
625
$383K 0.02%
58,042
+1,446
23 24
25
26 27