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
801
$216K 0.01%
12,599
-4,635
802
$216K 0.01%
+2,257
803
$215K 0.01%
29,538
+435
804
$212K 0.01%
+4,336
805
$211K 0.01%
+3,903
806
$210K 0.01%
1,382
-103
807
$210K 0.01%
+2,243
808
$210K 0.01%
+1,142
809
$208K 0.01%
7,153
-1,046
810
$208K 0.01%
+9,179
811
$208K 0.01%
2,055
-141
812
$208K 0.01%
+6,443
813
$208K 0.01%
+7,438
814
$207K 0.01%
1,706
-43
815
$207K 0.01%
+1,269
816
$205K 0.01%
+1,767
817
$204K 0.01%
+4,713
818
$204K 0.01%
+1,004
819
$203K 0.01%
1,350
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820
$203K 0.01%
972
-23
821
$202K 0.01%
+6,047
822
$202K 0.01%
+1,528
823
$202K 0.01%
+5,791
824
$201K 0.01%
4,733
-18
825
$201K 0.01%
+4,699
31 32
33
34 35