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
126
$2.87M 0.17%
15,866
+1,596
127
$2.85M 0.17%
19,946
+426
128
$2.83M 0.17%
3,845
+16
129
$2.82M 0.17%
132,279
-3,382
130
$2.81M 0.16%
28,912
+338
131
$2.81M 0.16%
35,837
+744
132
$2.8M 0.16%
47,113
-21,364
133
$2.79M 0.16%
27,351
+2,378
134
$2.75M 0.16%
18,788
+857
135
$2.59M 0.15%
14,532
-1,071
136
$2.58M 0.15%
24,674
-3,504
137
$2.57M 0.15%
136,423
+95
138
$2.51M 0.15%
5,180
+161
139
$2.47M 0.14%
48,792
+709
140
$2.45M 0.14%
35,141
-548
141
$2.42M 0.14%
17,895
+658
142
$2.41M 0.14%
50,085
-2,126
143
$2.39M 0.14%
13,961
+169
144
$2.38M 0.14%
31,347
+2,450
145
$2.37M 0.14%
5,110
+235
146
$2.34M 0.14%
18,879
-598
147
$2.33M 0.14%
19,078
-885
148
$2.32M 0.14%
79,180
+3,109
149
$2.32M 0.14%
47,207
+1,532
150
$2.3M 0.13%
17,084
+332
4 5
6
7 8