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
451
$641K 0.03%
8,799
+152
452
$638K 0.03%
17,868
-1,794
453
$633K 0.03%
12,019
454
$632K 0.03%
2,547
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455
$629K 0.03%
20,497
-7,274
456
$629K 0.03%
1,522
-304
457
$627K 0.03%
10,206
+495
458
$626K 0.03%
5,110
-292
459
$624K 0.03%
47,853
-2,303
460
$624K 0.03%
4,755
461
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6,893
-263
462
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95,697
+10,598
463
$620K 0.03%
11,801
-1,386
464
$620K 0.03%
5,415
+13
465
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82,053
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466
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467
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13,774
-2,885
468
$617K 0.03%
8,336
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469
$616K 0.03%
24,137
-1,700
470
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+6,737
471
$604K 0.03%
25,174
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472
$603K 0.03%
15,708
473
$602K 0.03%
5,653
474
$599K 0.03%
301
+29
475
$596K 0.03%
3,178
-707
17 18
19
20 21