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
701
$304K 0.02%
13,014
+2,319
702
$303K 0.02%
24,293
+4,406
703
$303K 0.02%
1,299
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$302K 0.02%
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-1,359
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$302K 0.02%
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706
$301K 0.02%
236
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707
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$294K 0.02%
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713
$294K 0.02%
2,909
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714
$293K 0.02%
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715
$293K 0.02%
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716
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718
$291K 0.02%
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$289K 0.02%
11,997
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721
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8,533
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$288K 0.02%
11,281
-1,155
723
$287K 0.02%
5,780
-78
724
$286K 0.02%
4,989
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725
$285K 0.02%
3,377
-62
27 28
29
30 31