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
251
$1.5M 0.07%
3,197
-171
252
$1.48M 0.07%
8,739
-178
253
$1.47M 0.07%
12,547
+59
254
$1.46M 0.07%
6,816
-286
255
$1.46M 0.07%
24,078
-1,598
256
$1.46M 0.07%
4,443
-470
257
$1.44M 0.07%
12,174
-334
258
$1.43M 0.07%
23,775
-3,558
259
$1.43M 0.07%
5,078
-287
260
$1.42M 0.07%
35,009
-1,218
261
$1.41M 0.07%
19,466
-2,642
262
$1.4M 0.07%
7,933
-2,103
263
$1.39M 0.07%
20,358
-1,185
264
$1.38M 0.07%
10,522
-461
265
$1.38M 0.07%
23,419
-2,599
266
$1.37M 0.07%
10,770
+80
267
$1.37M 0.07%
11,820
-105
268
$1.36M 0.07%
24,991
-997
269
$1.35M 0.06%
7,251
-104
270
$1.35M 0.06%
17,896
+2,007
271
$1.34M 0.06%
13,359
+247
272
$1.34M 0.06%
21,850
273
$1.34M 0.06%
29,589
+655
274
$1.33M 0.06%
13,144
-2,682
275
$1.32M 0.06%
87,085
-7,961
9 10
11
12 13