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
51
$5.68M 0.33%
28,415
+3,125
52
$5.64M 0.33%
9,792
+446
53
$5.63M 0.33%
55,622
-3,984
54
$5.61M 0.33%
196,278
-11,536
55
$5.41M 0.32%
51,939
+777
56
$5.28M 0.31%
22,424
-493
57
$5.19M 0.3%
27,919
-26
58
$5.14M 0.3%
40,284
+1,152
59
$5.04M 0.29%
41,086
-247
60
$5.01M 0.29%
22,442
+18
61
$4.97M 0.29%
77,470
+4,550
62
$4.83M 0.28%
69,631
-4,836
63
$4.81M 0.28%
69,368
+796
64
$4.62M 0.27%
19,130
+459
65
$4.59M 0.27%
46,806
+7,170
66
$4.51M 0.26%
67,482
-1,926
67
$4.47M 0.26%
61,827
-641
68
$4.45M 0.26%
35,641
+2,145
69
$4.41M 0.26%
9,893
+2
70
$4.38M 0.26%
21,743
+920
71
$4.33M 0.25%
114,283
+640
72
$4.23M 0.25%
25,674
+1,373
73
$4.19M 0.25%
58,554
-72
74
$4.15M 0.24%
127,179
-10,551
75
$4.13M 0.24%
44,908
+5
1 2
3
4 5