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
501
$540K 0.03%
2,094
+60
502
$540K 0.03%
14,354
-1,228
503
$540K 0.03%
4,474
-198
504
$535K 0.03%
7,320
-252
505
$533K 0.03%
62,735
-677
506
$532K 0.03%
23,029
-664
507
$531K 0.03%
40,243
-1,359
508
$530K 0.03%
2,472
-499
509
$527K 0.03%
6,951
-134
510
$526K 0.03%
5,153
+723
511
$525K 0.03%
9,899
-56
512
$523K 0.03%
6,351
-436
513
$522K 0.03%
17,041
+6,146
514
$521K 0.03%
5,448
-28
515
$520K 0.03%
3,913
-94
516
$519K 0.02%
39,220
+5,167
517
$519K 0.02%
12,476
-2,019
518
$518K 0.02%
10,259
-3,165
519
$517K 0.02%
5,218
+200
520
$512K 0.02%
2,952
-263
521
$512K 0.02%
22,082
+11,078
522
$512K 0.02%
10,217
-2,521
523
$510K 0.02%
2,510
-177
524
$507K 0.02%
18,662
-4,624
525
$504K 0.02%
2,784
+8
19 20
21
22 23