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
726
$285K 0.02%
22,745
-601
727
$284K 0.02%
5,219
-2,387
728
$282K 0.02%
8,506
+23
729
$282K 0.02%
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730
$281K 0.02%
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731
$280K 0.02%
96,455
-399
732
$277K 0.02%
9,594
733
$276K 0.02%
4,551
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734
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2,948
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735
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736
$275K 0.02%
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738
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739
$271K 0.02%
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740
$271K 0.02%
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741
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29,750
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742
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491
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744
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745
$266K 0.02%
13,240
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746
$264K 0.02%
4,194
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$263K 0.02%
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748
$262K 0.02%
766
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749
$261K 0.02%
2,800
-546
750
$261K 0.02%
3,054
+117
28 29
30
31 32