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
326
$1.06M 0.05%
8,400
-2,656
327
$1.05M 0.05%
64,864
-805
328
$1.05M 0.05%
6,174
+548
329
$1.04M 0.05%
31,634
-8,111
330
$1.03M 0.05%
14,995
-2,441
331
$1.03M 0.05%
7,363
-422
332
$1.03M 0.05%
26,968
-2,942
333
$1.03M 0.05%
3,135
+21
334
$1.02M 0.05%
17,758
-2,504
335
$1.02M 0.05%
65,212
-4,550
336
$1.01M 0.05%
12,011
-845
337
$1.01M 0.05%
207,304
-23,460
338
$1.01M 0.05%
13,115
+4
339
$1.01M 0.05%
21,232
-1,503
340
$1M 0.05%
7,481
-355
341
$999K 0.05%
10,295
-2,032
342
$998K 0.05%
8,140
-10
343
$983K 0.05%
20,558
-1,429
344
$979K 0.05%
11,554
+80
345
$974K 0.05%
5,625
-164
346
$970K 0.05%
9,230
+289
347
$969K 0.05%
5,305
-212
348
$969K 0.05%
1,864
-284
349
$968K 0.05%
3,232
-182
350
$960K 0.05%
7,149
-905
12 13
14
15 16