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
76
$4.08M 0.24%
56,798
-5,411
77
$4.05M 0.24%
11,761
+249
78
$4.04M 0.24%
28,485
+645
79
$4.02M 0.24%
18,046
-859
80
$4M 0.23%
20,022
-742
81
$3.98M 0.23%
11,202
+588
82
$3.92M 0.23%
11,976
-59
83
$3.8M 0.22%
38,838
+2,436
84
$3.79M 0.22%
8,243
+269
85
$3.76M 0.22%
207,435
+5,065
86
$3.75M 0.22%
45,210
-197
87
$3.69M 0.22%
47,854
-1,754
88
$3.68M 0.22%
75,412
-700
89
$3.67M 0.21%
15,004
-1,229
90
$3.61M 0.21%
67,500
+16,876
91
$3.58M 0.21%
+48,491
92
$3.56M 0.21%
28,962
+548
93
$3.54M 0.21%
37,542
+672
94
$3.52M 0.21%
201,795
-8,567
95
$3.5M 0.2%
15,276
+197
96
$3.47M 0.2%
27,444
+486
97
$3.47M 0.2%
12,129
+304
98
$3.46M 0.2%
66,693
-5,554
99
$3.42M 0.2%
86,724
-60
100
$3.4M 0.2%
11,909
+33
2 3
4
5 6