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
601
$413K 0.02%
14,456
-8,311
602
$413K 0.02%
2,657
-56
603
$411K 0.02%
1,234
-76
604
$407K 0.02%
11,206
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605
$407K 0.02%
1,978
-23
606
$406K 0.02%
1,062
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607
$405K 0.02%
3,554
-40
608
$399K 0.02%
10,398
-133
609
$398K 0.02%
10,845
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610
$395K 0.02%
187
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611
$395K 0.02%
25,453
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612
$393K 0.02%
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-7
613
$393K 0.02%
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614
$392K 0.02%
9,138
-1,604
615
$392K 0.02%
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$391K 0.02%
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617
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$385K 0.02%
217,573
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622
$385K 0.02%
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623
$385K 0.02%
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624
$384K 0.02%
28,515
-1,048
625
$383K 0.02%
6,337
+45
23 24
25
26 27