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
301
$1.17M 0.06%
7,295
-417
302
$1.17M 0.06%
7,196
-322
303
$1.17M 0.06%
17,904
-240
304
$1.16M 0.06%
21,367
-976
305
$1.16M 0.06%
6,710
-359
306
$1.15M 0.06%
19,585
+95
307
$1.15M 0.06%
9,267
-270
308
$1.15M 0.06%
3,545
-156
309
$1.15M 0.06%
47,195
-2,228
310
$1.14M 0.05%
42,802
+1,019
311
$1.13M 0.05%
18,397
-852
312
$1.13M 0.05%
192,352
-2,189
313
$1.13M 0.05%
5,008
-12
314
$1.11M 0.05%
31,002
-406
315
$1.11M 0.05%
8,876
+20
316
$1.1M 0.05%
2,588
317
$1.1M 0.05%
1,768
-50
318
$1.09M 0.05%
12,849
-1,785
319
$1.09M 0.05%
50,875
+751
320
$1.08M 0.05%
10,743
-4
321
$1.08M 0.05%
16,440
+503
322
$1.08M 0.05%
23,374
-337
323
$1.08M 0.05%
12,179
324
$1.06M 0.05%
4,748
+26
325
$1.06M 0.05%
7,605
11 12
13
14 15