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
826
$216K 0.01%
1,896
+130
827
$215K 0.01%
2,648
828
$215K 0.01%
+7,255
829
$214K 0.01%
54,250
+36,500
830
$214K 0.01%
19,844
+598
831
$213K 0.01%
+36
832
$213K 0.01%
+6,092
833
$212K 0.01%
+727
834
$211K 0.01%
30,997
835
$211K 0.01%
+3,867
836
$210K 0.01%
82,164
+6,929
837
$210K 0.01%
940
-10
838
$208K 0.01%
+590
839
$207K 0.01%
+366
840
$207K 0.01%
5,539
-230
841
$207K 0.01%
16,478
+3,308
842
$207K 0.01%
+1,345
843
$205K 0.01%
+1,959
844
$205K 0.01%
8,000
-1,540
845
$205K 0.01%
15,138
+2,367
846
$205K 0.01%
+2,289
847
$205K 0.01%
+4,069
848
$204K 0.01%
1,860
-105
849
$203K 0.01%
6,247
-2,308
850
$203K 0.01%
+4,111
32 33
34
35 36