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
726
$272K 0.01%
7,850
-1,386
727
$272K 0.01%
2,403
-184
728
$272K 0.01%
2,391
+51
729
$270K 0.01%
4,259
-6,425
730
$270K 0.01%
1,160
-118
731
$270K 0.01%
1,147
-204
732
$270K 0.01%
2,532
733
$268K 0.01%
7,303
+291
734
$268K 0.01%
4,140
-397
735
$268K 0.01%
3,744
-699
736
$268K 0.01%
1,424
-67
737
$268K 0.01%
3,002
-117
738
$266K 0.01%
+4,376
739
$266K 0.01%
4,898
+604
740
$266K 0.01%
449
-103
741
$266K 0.01%
3,595
+52
742
$266K 0.01%
2,109
-5
743
$265K 0.01%
571
-23
744
$263K 0.01%
+2,929
745
$263K 0.01%
4,583
-434
746
$261K 0.01%
3,881
-89
747
$261K 0.01%
1,954
-56
748
$259K 0.01%
5,920
-231
749
$259K 0.01%
12,581
-597
750
$258K 0.01%
3,468
28 29
30
31 32