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LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
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
+$3.55M
2
+$3.53M
3
+$2.19M
4
TSLA icon
Tesla
TSLA
+$1.99M
5
UNH icon
UnitedHealth
UNH
+$1.76M

Top Sells

1
+$2.16M
2
+$1.43M
3
+$1.27M
4
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$1.24M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.06M

Sector Composition

1 Technology 25.77%
2 Healthcare 10.97%
3 Financials 8.81%
4 Consumer Discretionary 8.03%
5 Industrials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
– –
-6,162
927
– –
-5,750
928
– –
-3,082
929
– –
-413
930
– –
-379
931
– –
-10,669
932
– –
-48
933
– –
-4,186
934
– –
-13,993
935
– –
-15,940
936
– –
-62,007
937
– –
-1,093
938
– –
-3,415
939
– –
-9,191
940
– –
-14,694
941
– –
-18,163
942
– –
-1,841
943
– –
-3,000
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