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
376
$843K 0.04%
6,686
-1,150
377
$837K 0.04%
24,148
-628
378
$837K 0.04%
10,883
+47
379
$837K 0.04%
36,861
+3
380
$833K 0.04%
1,863
+784
381
$832K 0.04%
2,930
-107
382
$827K 0.04%
10,821
-717
383
$826K 0.04%
1,377
-143
384
$826K 0.04%
205,459
-9,559
385
$818K 0.04%
10,377
-401
386
$817K 0.04%
3,714
+10
387
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49,955
-2,515
388
$813K 0.04%
664
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389
$809K 0.04%
71,361
+57,920
390
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2,794
391
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15,013
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392
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21,468
-7,809
393
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12,624
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394
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178,591
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395
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1,629
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396
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17,327
+6,221
397
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4,511
-259
398
$785K 0.04%
18,100
-5,060
399
$785K 0.04%
8,099
+8
400
$783K 0.04%
10,274
-1,804
14 15
16
17 18