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
801
$229K 0.01%
3,045
-607
802
$228K 0.01%
3,075
+52
803
$227K 0.01%
1,307
804
$227K 0.01%
3,066
+139
805
$227K 0.01%
4,770
+67
806
$226K 0.01%
6,494
807
$224K 0.01%
+1,260
808
$223K 0.01%
840
-35
809
$222K 0.01%
+3,724
810
$222K 0.01%
1,310
+48
811
$222K 0.01%
4,794
-687
812
$222K 0.01%
5,202
-136
813
$221K 0.01%
8,993
+247
814
$221K 0.01%
+2,415
815
$221K 0.01%
26,254
+4,782
816
$220K 0.01%
+3,109
817
$220K 0.01%
4,080
-180
818
$219K 0.01%
+3,368
819
$219K 0.01%
+13,200
820
$218K 0.01%
+1,256
821
$218K 0.01%
955
-78
822
$217K 0.01%
2,901
-27
823
$217K 0.01%
2,887
+172
824
$216K 0.01%
+2,459
825
$216K 0.01%
7,686
31 32
33
34 35