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
526
$504K 0.02%
12,787
527
$501K 0.02%
1,948
-75
528
$500K 0.02%
3,161
-256
529
$500K 0.02%
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21,092
-10,203
531
$500K 0.02%
27,009
-1
532
$499K 0.02%
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533
$496K 0.02%
5,749
-493
534
$495K 0.02%
6,491
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535
$495K 0.02%
4,541
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536
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6,362
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538
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539
$489K 0.02%
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540
$487K 0.02%
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546
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548
$472K 0.02%
30,656
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549
$471K 0.02%
53,122
+6,281
550
$468K 0.02%
4,596
-74
20 21
22
23 24