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
826
$201K 0.01%
3,760
+108
827
$193K 0.01%
14,073
-1,240
828
$193K 0.01%
64,816
-41
829
$192K 0.01%
23,441
-65
830
$192K 0.01%
+10,233
831
$190K 0.01%
12,203
832
$188K 0.01%
17,038
+287
833
$187K 0.01%
15,540
-63
834
$187K 0.01%
19,053
-66
835
$186K 0.01%
15,726
-54
836
$184K 0.01%
19,630
-27
837
$184K 0.01%
14,255
+205
838
$183K 0.01%
15,348
-45
839
$182K 0.01%
14,920
-15
840
$182K 0.01%
15,896
-42
841
$178K 0.01%
10,000
842
$178K 0.01%
15,112
-8
843
$173K 0.01%
17,168
+4,769
844
$168K 0.01%
+10,478
845
$168K 0.01%
13,611
+3,373
846
$167K 0.01%
60,680
847
$165K 0.01%
16,253
+33
848
$158K 0.01%
16,409
+85
849
$156K 0.01%
23,528
+12,410
850
$156K 0.01%
10,043
32 33
34
35 36