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
201
$1.86M 0.11%
26,747
+951
202
$1.85M 0.11%
112,443
+10,361
203
$1.85M 0.11%
10,809
+475
204
$1.85M 0.11%
9,540
+463
205
$1.85M 0.11%
21,106
-14,449
206
$1.85M 0.11%
25,000
207
$1.84M 0.11%
41,347
+3,892
208
$1.84M 0.11%
6,785
+58
209
$1.84M 0.11%
11,026
+768
210
$1.81M 0.11%
3,928
-68
211
$1.8M 0.11%
11,397
+2,117
212
$1.8M 0.11%
11,046
+1,511
213
$1.8M 0.11%
75,000
-5,000
214
$1.79M 0.1%
15,824
+358
215
$1.78M 0.1%
52,127
+1,409
216
$1.77M 0.1%
72,260
-21,408
217
$1.77M 0.1%
6,015
+27
218
$1.74M 0.1%
7,277
+175
219
$1.72M 0.1%
17,857
-304
220
$1.69M 0.1%
28,677
+2,105
221
$1.68M 0.1%
34,341
-2,851
222
$1.66M 0.1%
5,270
-94
223
$1.66M 0.1%
19,411
+5,421
224
$1.65M 0.1%
6,678
-2
225
$1.64M 0.1%
48,093
-1,752
7 8
9
10 11