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
26
$11.2M 0.54%
77,245
-5,989
27
$10.5M 0.5%
54,950
-12,359
28
$10.3M 0.49%
114,167
-4,844
29
$10.2M 0.49%
29,020
-542
30
$9.69M 0.46%
17,975
+1,342
31
$9.64M 0.46%
57,838
-2,311
32
$9.27M 0.44%
27,715
-237
33
$8.8M 0.42%
52,495
-2,055
34
$8.35M 0.4%
189,621
-918
35
$8.22M 0.39%
95,546
-6,035
36
$7.98M 0.38%
181,622
-10,528
37
$7.82M 0.37%
108,749
+26,295
38
$7.6M 0.36%
68,722
-13,894
39
$7.54M 0.36%
42,456
-2,574
40
$7.22M 0.35%
22,420
-110
41
$7.17M 0.34%
66,653
-6,650
42
$7.03M 0.34%
21,020
-153
43
$6.97M 0.33%
10,058
-848
44
$6.84M 0.33%
47,849
-2,112
45
$6.8M 0.33%
13,653
-158
46
$6.74M 0.32%
113,820
-3,078
47
$6.51M 0.31%
26,432
-1,606
48
$6.44M 0.31%
21,689
-1,698
49
$6.42M 0.31%
11,210
-511
50
$6.34M 0.3%
14,254
-1,045
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