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
551
$467K 0.02%
11,270
552
$464K 0.02%
8,853
+3,438
553
$464K 0.02%
48,663
-4,259
554
$463K 0.02%
8,317
555
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2,170
+95
556
$462K 0.02%
23,608
+100
557
$461K 0.02%
8,240
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558
$460K 0.02%
6,062
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559
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10,621
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560
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561
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46,054
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562
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16,615
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14,421
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565
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17,910
566
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44,656
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569
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570
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5,711
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2,127
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572
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5,712
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573
$441K 0.02%
5,150
574
$440K 0.02%
15,720
+266
575
$440K 0.02%
3,329
-39
21 22
23
24 25