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
$1.77B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
951
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$1.55M
3
+$1.36M
4
TSLA icon
Tesla
TSLA
+$1.28M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.2M

Top Sells

1
+$6.27M
2
+$3.38M
3
+$3.23M
4
TDOC icon
Teladoc Health
TDOC
+$1.61M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.06M

Sector Composition

1 Technology 23.65%
2 Financials 11.67%
3 Healthcare 11.13%
4 Consumer Discretionary 8.99%
5 Communication Services 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$267K 0.02%
2,891
-377
752
$267K 0.02%
5,757
+835
753
$266K 0.01%
14,124
-4,542
754
$266K 0.01%
1,716
-61
755
$265K 0.01%
756
+88
756
$265K 0.01%
10,000
757
$265K 0.01%
6,901
-53
758
$265K 0.01%
2,455
+45
759
$264K 0.01%
4,056
-31
760
$262K 0.01%
+7,339
761
$261K 0.01%
1,020
-124
762
$260K 0.01%
5,450
763
$259K 0.01%
24,334
764
$257K 0.01%
4,147
-5,657
765
$254K 0.01%
2,810
+117
766
$254K 0.01%
14,590
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767
$254K 0.01%
381
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$252K 0.01%
+1,071
769
$250K 0.01%
10,298
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770
$250K 0.01%
9,297
-227
771
$250K 0.01%
1,213
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772
$250K 0.01%
26,759
+640
773
$250K 0.01%
4,030
+27
774
$249K 0.01%
9,000
775
$248K 0.01%
1,015
-47
29 30
31
32 33