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
$2.09B
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
957
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$723K
3
+$656K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$655K
5
IRTC icon
iRhythm Technologies
IRTC
+$607K

Top Sells

1
+$14.1M
2
+$11.3M
3
+$6.46M
4
AMZN icon
Amazon
AMZN
+$4.73M
5
MSFT icon
Microsoft
MSFT
+$4.69M

Sector Composition

1 Technology 28.98%
2 Financials 10.53%
3 Consumer Discretionary 9.01%
4 Healthcare 8.18%
5 Communication Services 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.71M 0.08%
146,152
-19,280
227
$1.68M 0.08%
9,502
+239
228
$1.68M 0.08%
8,345
-365
229
$1.67M 0.08%
9,466
+602
230
$1.67M 0.08%
83,114
+8,468
231
$1.67M 0.08%
11,008
-555
232
$1.66M 0.08%
11,858
-359
233
$1.66M 0.08%
2,326
-164
234
$1.63M 0.08%
103,839
-2,045
235
$1.62M 0.08%
6,025
-302
236
$1.6M 0.08%
30,569
-1,015
237
$1.6M 0.08%
48,586
-10,855
238
$1.6M 0.08%
16,440
+82
239
$1.59M 0.08%
12,753
-401
240
$1.58M 0.08%
19,840
+1,232
241
$1.58M 0.08%
8,875
-610
242
$1.58M 0.08%
345,803
-6,031
243
$1.57M 0.08%
9,221
-175
244
$1.56M 0.08%
18,451
-598
245
$1.56M 0.07%
25,129
-182
246
$1.55M 0.07%
6,609
-161
247
$1.53M 0.07%
5,104
-277
248
$1.52M 0.07%
9,351
-93
249
$1.52M 0.07%
25,233
-1,971
250
$1.51M 0.07%
10,117
-628
8 9
10
11 12