LNWWM
Laird Norton Wetherby Wealth Management Portfolio holdings
AUM
$2.25B
This Quarter Return
+10.6%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.71B
AUM Growth
+$152M
(+9.8%)
Cap. Flow
+$30.7M
Cap. Flow
% of AUM
1.8%
Top 10 Holdings %
Top 10 Hldgs %
26.86%
Holding
943
New
56
Increased
451
Reduced
344
Closed
30
Top Buys
| 1 |
Amazon
AMZN
|
+$3.77M |
| 2 |
Vanguard Total Bond Market
BND
|
+$3.58M |
| 3 |
Apple
AAPL
|
+$2.45M |
| 4 |
Tesla
TSLA
|
+$2.36M |
| 5 |
UnitedHealth
UNH
|
+$1.73M |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
+$2.07M |
| 2 |
TTM
Tata Motors Limited
TTM
|
+$1.43M |
| 3 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
+$1.27M |
| 4 |
iShares ESG Optimized MSCI USA ETF
SUSA
|
+$1.27M |
| 5 |
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% |
