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
851
$155K 0.01%
15,450
-3,868
852
$150K 0.01%
29,983
+3,646
853
$147K 0.01%
18,417
-154
854
$144K 0.01%
19,552
-8,769
855
$143K 0.01%
10,531
+494
856
$138K 0.01%
+23,377
857
$138K 0.01%
25,624
858
$133K 0.01%
12,500
859
$132K 0.01%
100
860
$127K 0.01%
1,582
+366
861
$126K 0.01%
10,907
-85
862
$122K 0.01%
+100,619
863
$120K 0.01%
13,412
-84
864
$119K 0.01%
11,069
-71
865
$119K 0.01%
13,343
-80
866
$119K 0.01%
11,150
-80
867
$116K 0.01%
10,173
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868
$115K 0.01%
16,557
-88
869
$114K 0.01%
12,579
-1,206
870
$113K 0.01%
11,126
-33
871
$113K 0.01%
10,067
-46
872
$112K 0.01%
10,990
-26
873
$111K 0.01%
13,700
874
$110K 0.01%
23,460
-917
875
$110K 0.01%
10,276
-27
33 34
35
36 37