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
426
$715K 0.03%
8,133
-484
427
$713K 0.03%
2,812
-1,595
428
$708K 0.03%
41,530
-4,512
429
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9,081
+1
430
$702K 0.03%
5,316
-176
431
$701K 0.03%
17,303
-1,577
432
$698K 0.03%
27,868
433
$697K 0.03%
3,421
-74
434
$697K 0.03%
13,093
-2,793
435
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-160
436
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18,263
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437
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438
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439
$681K 0.03%
4,656
-209
440
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441
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11,459
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444
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445
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446
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447
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448
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17,413
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449
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5,953
-1,204
450
$641K 0.03%
5,421
+60
16 17
18
19 20