LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.25B
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
1
$137M 8.03%
831,814
+14,861
2
$72.2M 4.22%
250,273
+4,854
3
$70.3M 4.12%
344,672
+1,672
4
$33.8M 1.98%
327,386
+36,531
5
$31.6M 1.85%
698,851
+4,266
6
$30.4M 1.78%
74,276
-619
7
$25.5M 1.49%
245,593
+2,627
8
$21.2M 1.24%
230,563
+2,588
9
$20.6M 1.2%
740,800
+28,650
10
$15.5M 0.91%
72,992
+4,143
11
$14.3M 0.84%
292,479
-907
12
$14.3M 0.83%
30,160
+3,655
13
$13.8M 0.81%
66,640
+11,389
14
$13.4M 0.79%
86,574
-13,366
15
$13.2M 0.77%
124,381
+3,294
16
$12.6M 0.74%
55,879
+1,479
17
$12M 0.7%
91,774
+4,385
18
$11.1M 0.65%
118,826
+8,080
19
$10.4M 0.61%
35,334
-743
20
$10.4M 0.61%
68,684
-3,270
21
$9.57M 0.56%
52,478
-799
22
$9.35M 0.55%
89,945
+6,829
23
$9.31M 0.54%
62,627
-379
24
$9.25M 0.54%
85,886
+73
25
$8.83M 0.52%
218,467
+11,982
1
2 3 4 5