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
476
$596K 0.03%
17,682
-5,802
477
$596K 0.03%
1,542
478
$587K 0.03%
1,582
-18
479
$586K 0.03%
3,727
+35
480
$584K 0.03%
1,206
-38
481
$583K 0.03%
57,331
-1,611
482
$580K 0.03%
7,456
+1,040
483
$576K 0.03%
3,080
-117
484
$576K 0.03%
21,033
+1,294
485
$575K 0.03%
10,016
+795
486
$575K 0.03%
7,116
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487
$574K 0.03%
211,208
-9,705
488
$571K 0.03%
5,156
-290
489
$571K 0.03%
13,574
-2,688
490
$569K 0.03%
2,758
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491
$563K 0.03%
43,778
-8,352
492
$558K 0.03%
6,890
+616
493
$557K 0.03%
17,352
-3,059
494
$557K 0.03%
4,049
-62
495
$551K 0.03%
56,645
-6,240
496
$550K 0.03%
926
-3
497
$545K 0.03%
3,956
+630
498
$543K 0.03%
6,944
+120
499
$542K 0.03%
11,339
-48
500
$540K 0.03%
10,781
+3,612
18 19
20
21 22