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
676
$325K 0.02%
10,000
677
$325K 0.02%
676
-5
678
$324K 0.02%
4,830
-13
679
$323K 0.02%
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680
$322K 0.02%
13,642
-155
681
$322K 0.02%
25,586
+144
682
$320K 0.02%
7,698
683
$320K 0.02%
15,869
-435
684
$320K 0.02%
8,882
-577
685
$319K 0.02%
1,721
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686
$318K 0.02%
5,838
-1,745
687
$316K 0.02%
63,737
+12,444
688
$313K 0.02%
1,680
-187
689
$312K 0.01%
13,498
+2,317
690
$310K 0.01%
4,924
-1,252
691
$310K 0.01%
6,646
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$307K 0.01%
10,009
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693
$307K 0.01%
981
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694
$306K 0.01%
9,351
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695
$305K 0.01%
2,021
-50
696
$303K 0.01%
9,628
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697
$302K 0.01%
4,532
-393
698
$301K 0.01%
3,292
+178
699
$300K 0.01%
11,837
-20
700
$300K 0.01%
2,437
+54
26 27
28
29 30