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
101
$3.38M 0.2%
7,384
-10
102
$3.38M 0.2%
17,687
-1,285
103
$3.33M 0.19%
52,503
-2,174
104
$3.29M 0.19%
37,498
+702
105
$3.29M 0.19%
84,616
+2,025
106
$3.24M 0.19%
15,690
-742
107
$3.24M 0.19%
19,549
+558
108
$3.22M 0.19%
65,936
+7
109
$3.2M 0.19%
61,124
+11,971
110
$3.18M 0.19%
45,518
-1,761
111
$3.15M 0.18%
32,920
+675
112
$3.13M 0.18%
51,385
+93
113
$3.11M 0.18%
161,409
+16,317
114
$3.11M 0.18%
20,166
+2,151
115
$3.1M 0.18%
7,498
+137
116
$3.05M 0.18%
141,495
-15,631
117
$3.05M 0.18%
12,516
+212
118
$3.01M 0.18%
343,196
+10,678
119
$2.99M 0.17%
14,622
-1,057
120
$2.98M 0.17%
49,499
-14
121
$2.94M 0.17%
51,141
-370
122
$2.94M 0.17%
14,912
+265
123
$2.93M 0.17%
6,203
-167
124
$2.93M 0.17%
15,086
+848
125
$2.89M 0.17%
28,914
+1,470
3 4
5
6 7