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
651
$350K 0.02%
9,254
-250
652
$348K 0.02%
12,542
-1,360
653
$347K 0.02%
5,731
-1,925
654
$347K 0.02%
3,890
-1,212
655
$346K 0.02%
15,816
-369
656
$342K 0.02%
201
-56
657
$342K 0.02%
1,013
-359
658
$341K 0.02%
3,152
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659
$340K 0.02%
1,321
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660
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5,215
-486
661
$339K 0.02%
1,718
-64
662
$338K 0.02%
7,379
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663
$338K 0.02%
3,748
664
$337K 0.02%
+2,450
665
$337K 0.02%
40,782
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666
$337K 0.02%
1,619
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667
$334K 0.02%
480
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668
$334K 0.02%
13,589
-1,588
669
$333K 0.02%
12,103
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670
$333K 0.02%
4,482
-63
671
$333K 0.02%
8,156
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672
$332K 0.02%
115,125
-10,801
673
$330K 0.02%
10,100
674
$330K 0.02%
4,220
+346
675
$325K 0.02%
4,739
+2,502
25 26
27
28 29