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
751
$259K 0.02%
18,619
-2,633
752
$258K 0.02%
7,510
+44
753
$255K 0.01%
+2,163
754
$255K 0.01%
2,338
-146
755
$253K 0.01%
1,253
+51
756
$253K 0.01%
20,776
757
$250K 0.01%
6,359
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758
$250K 0.01%
+4,260
759
$248K 0.01%
3,975
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760
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3,457
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761
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762
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$244K 0.01%
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764
$244K 0.01%
9,556
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$243K 0.01%
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766
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772
$236K 0.01%
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773
$235K 0.01%
2,421
-228
774
$235K 0.01%
22,339
+5,101
775
$234K 0.01%
14,490
+752
29 30
31
32 33