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
701
$299K 0.01%
38,073
702
$298K 0.01%
3,064
-443
703
$296K 0.01%
5,171
-327
704
$296K 0.01%
1,603
-68
705
$296K 0.01%
+1,215
706
$295K 0.01%
3,639
-324
707
$294K 0.01%
7,650
708
$292K 0.01%
18,815
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709
$291K 0.01%
1,551
-7
710
$290K 0.01%
66,534
+8,746
711
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7,212
-3,208
712
$287K 0.01%
5,940
713
$286K 0.01%
13,711
+2,023
714
$286K 0.01%
1,632
+113
715
$286K 0.01%
6,580
-148
716
$278K 0.01%
19,429
+1,289
717
$278K 0.01%
554
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718
$278K 0.01%
1,097
-8
719
$276K 0.01%
10,665
-1
720
$276K 0.01%
658
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721
$275K 0.01%
1,927
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722
$274K 0.01%
5,860
723
$273K 0.01%
1,192
-87
724
$272K 0.01%
5,000
725
$272K 0.01%
2,873
-516
27 28
29
30 31