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
876
$108K 0.01%
10,430
-26
877
$105K 0.01%
+19,833
878
$104K 0.01%
33,960
+3,051
879
$100K 0.01%
+10,000
880
$98.8K 0.01%
11,880
-2,164
881
$96.8K 0.01%
16,554
-2,895
882
$94.9K 0.01%
11,599
+110
883
$92.7K 0.01%
2,335
+231
884
$91.6K 0.01%
33,910
+126
885
$91.3K 0.01%
18,000
886
$85.9K 0.01%
10,000
887
$77.5K ﹤0.01%
18,866
-1,588
888
$75.1K ﹤0.01%
12,997
-3,456
889
$75.1K ﹤0.01%
16,954
+745
890
$73.6K ﹤0.01%
5,480
891
$71.3K ﹤0.01%
13,988
892
$71.1K ﹤0.01%
13,905
893
$70.3K ﹤0.01%
19,094
894
$70K ﹤0.01%
25,634
+4,486
895
$61.9K ﹤0.01%
23,376
+4,890
896
$61.6K ﹤0.01%
15,016
+3,103
897
$61.2K ﹤0.01%
+13,024
898
$59.8K ﹤0.01%
13,114
-4,141
899
$49.1K ﹤0.01%
+10,253
900
$46.7K ﹤0.01%
27,408
+11,718
34 35
36
37 38