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
151
$2.3M 0.13%
7,992
-183
152
$2.29M 0.13%
10,795
+276
153
$2.29M 0.13%
68,276
-1,899
154
$2.27M 0.13%
48,391
+7,805
155
$2.27M 0.13%
29,729
+839
156
$2.26M 0.13%
2,753
+126
157
$2.26M 0.13%
45,170
-1,040
158
$2.25M 0.13%
30,290
-2,234
159
$2.24M 0.13%
33,045
+170
160
$2.24M 0.13%
29,622
-1,175
161
$2.24M 0.13%
995,896
+308,814
162
$2.23M 0.13%
8,767
-1,128
163
$2.2M 0.13%
3,295
+13
164
$2.2M 0.13%
16,817
-2,283
165
$2.16M 0.13%
9,588
166
$2.14M 0.13%
6,012
+381
167
$2.14M 0.13%
14,744
+178
168
$2.12M 0.12%
8,304
-913
169
$2.11M 0.12%
16,582
+860
170
$2.1M 0.12%
56,226
-2,379
171
$2.1M 0.12%
38,601
+2,712
172
$2.09M 0.12%
16,830
+717
173
$2.09M 0.12%
39,041
+597
174
$2.09M 0.12%
13,836
-956
175
$2.09M 0.12%
27,747
+2,014
5 6
7
8 9