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
401
$783K 0.04%
11,565
+2,972
402
$780K 0.04%
26,384
-4,388
403
$774K 0.04%
3,682
-239
404
$772K 0.04%
133,266
-1,938
405
$765K 0.04%
21,256
-530
406
$764K 0.04%
4,148
-111
407
$761K 0.04%
2,220
-103
408
$761K 0.04%
3,326
-270
409
$759K 0.04%
1,470
+8
410
$757K 0.04%
12,858
-661
411
$754K 0.04%
31,833
412
$750K 0.04%
2,624
-403
413
$745K 0.04%
4,222
+320
414
$742K 0.04%
65,349
-733
415
$741K 0.04%
62,727
+5,767
416
$737K 0.04%
2,333
-400
417
$735K 0.04%
10,784
-51
418
$732K 0.04%
4,268
-98
419
$729K 0.04%
15,003
-1,737
420
$729K 0.04%
10,536
-282
421
$726K 0.03%
8,042
-360
422
$721K 0.03%
4,401
-101
423
$720K 0.03%
8,391
+243
424
$717K 0.03%
3,840
-30
425
$717K 0.03%
7,754
15 16
17
18 19