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
626
$383K 0.02%
1,468
-113
627
$383K 0.02%
31,254
+151
628
$382K 0.02%
67,730
-7,436
629
$376K 0.02%
7,539
-151
630
$373K 0.02%
6,100
-226
631
$371K 0.02%
2,497
-293
632
$371K 0.02%
2,024
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633
$369K 0.02%
3,262
-183
634
$369K 0.02%
4,039
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635
$367K 0.02%
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636
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1,122
-140
637
$365K 0.02%
16,425
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638
$364K 0.02%
9,594
639
$363K 0.02%
6,337
-3,608
640
$363K 0.02%
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641
$363K 0.02%
4,645
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642
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8,610
643
$357K 0.02%
207
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$357K 0.02%
10,620
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645
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3,482
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$356K 0.02%
9,592
647
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84,162
648
$356K 0.02%
2,618
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649
$355K 0.02%
4,520
-65
650
$351K 0.02%
12,423
+124
24 25
26
27 28