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
676
$321K 0.02%
+7,142
677
$319K 0.02%
18,391
-702
678
$318K 0.02%
3,832
-1,488
679
$318K 0.02%
5,194
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680
$318K 0.02%
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681
$318K 0.02%
3,268
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682
$316K 0.02%
14,172
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683
$315K 0.02%
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684
$314K 0.02%
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685
$312K 0.02%
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686
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687
$311K 0.02%
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688
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7,556
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689
$310K 0.02%
6,485
690
$310K 0.02%
14,048
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$308K 0.02%
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694
$308K 0.02%
14,506
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695
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$308K 0.02%
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$307K 0.02%
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698
$306K 0.02%
3,187
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699
$306K 0.02%
8,376
+1,181
700
$305K 0.02%
11,939
-4,177
26 27
28
29 30