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
276
$1.32M 0.06%
10,215
-326
277
$1.31M 0.06%
34,252
-3,094
278
$1.3M 0.06%
11,428
-1,156
279
$1.3M 0.06%
129,026
-1,303
280
$1.3M 0.06%
15,741
-2,715
281
$1.28M 0.06%
9,974
+4,446
282
$1.28M 0.06%
25,065
283
$1.27M 0.06%
13,470
-579
284
$1.27M 0.06%
30,981
-865
285
$1.26M 0.06%
16,303
+157
286
$1.26M 0.06%
19,745
+2,904
287
$1.24M 0.06%
33,060
-637
288
$1.24M 0.06%
5,131
289
$1.23M 0.06%
11,736
-83
290
$1.23M 0.06%
1,743
-40
291
$1.23M 0.06%
5,282
-74
292
$1.23M 0.06%
20,667
-1,302
293
$1.22M 0.06%
5,060
+3
294
$1.21M 0.06%
5,354
-351
295
$1.21M 0.06%
21,558
-371
296
$1.2M 0.06%
5,173
297
$1.18M 0.06%
5,117
-218
298
$1.18M 0.06%
11,300
-367
299
$1.17M 0.06%
14,329
+684
300
$1.17M 0.06%
6,503
-428
10 11
12
13 14