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
901
$42.5K ﹤0.01%
+11,977
902
$38.8K ﹤0.01%
83,489
903
$36.8K ﹤0.01%
41,375
+7,625
904
$30.2K ﹤0.01%
23,566
-11,475
905
$29.3K ﹤0.01%
514
906
$28.7K ﹤0.01%
540
-227
907
$28.2K ﹤0.01%
26,625
908
$21.5K ﹤0.01%
+17,473
909
$18.2K ﹤0.01%
+13,517
910
$16.8K ﹤0.01%
+11,484
911
$14.8K ﹤0.01%
53
912
$11.6K ﹤0.01%
+668
913
$6.52K ﹤0.01%
+640
914
– –
-13,993
915
– –
-15,940
916
– –
-62,007
917
– –
-1,093
918
– –
-679
919
– –
-10,209
920
– –
-9,338
921
– –
-10,823
922
– –
-5,899
923
– –
-3,415
924
– –
-14,694
925
– –
-18,163
34 35 36
37
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