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
576
$439K 0.02%
6,716
-1,302
577
$438K 0.02%
2,139
-59
578
$438K 0.02%
11,912
+121
579
$437K 0.02%
10,830
580
$436K 0.02%
3,652
-303
581
$432K 0.02%
10,724
582
$431K 0.02%
6,828
583
$430K 0.02%
9,144
-85
584
$428K 0.02%
10,338
-1,165
585
$428K 0.02%
15,633
-1,014
586
$427K 0.02%
5,019
-1,764
587
$426K 0.02%
1,678
588
$423K 0.02%
3,962
-120
589
$422K 0.02%
2,762
-283
590
$422K 0.02%
17,761
-4,723
591
$422K 0.02%
3,785
-19
592
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+1,451
593
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2,914
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594
$420K 0.02%
8,557
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595
$419K 0.02%
6,441
-385
596
$419K 0.02%
23,109
+749
597
$417K 0.02%
3,551
-182
598
$417K 0.02%
4,943
+282
599
$415K 0.02%
2,188
-13
600
$414K 0.02%
3,920
-196
22 23
24
25 26