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
176
$2.08M 0.12%
57,087
+2,833
177
$2.06M 0.12%
68,900
-1,019
178
$2.05M 0.12%
52,328
+6,404
179
$2.04M 0.12%
25,314
+7,728
180
$2.01M 0.12%
62,098
+4,525
181
$1.98M 0.12%
11,957
+835
182
$1.98M 0.12%
23,139
+1,221
183
$1.97M 0.12%
20,347
-637
184
$1.96M 0.11%
172,485
+35,575
185
$1.95M 0.11%
25,295
-3,207
186
$1.94M 0.11%
6,324
+428
187
$1.92M 0.11%
52,450
-2,125
188
$1.92M 0.11%
17,394
189
$1.92M 0.11%
71,287
+3,425
190
$1.92M 0.11%
2,661
-71
191
$1.92M 0.11%
11,519
+920
192
$1.91M 0.11%
777
+140
193
$1.9M 0.11%
8,747
+359
194
$1.9M 0.11%
7,626
+46
195
$1.9M 0.11%
27,711
+504
196
$1.9M 0.11%
16,106
-331
197
$1.9M 0.11%
26,052
+312
198
$1.9M 0.11%
49,715
+1,099
199
$1.9M 0.11%
19,116
-266
200
$1.89M 0.11%
6,004
+213
6 7
8
9 10