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
751
$258K 0.01%
2,392
-172
752
$257K 0.01%
4,775
-361
753
$256K 0.01%
5,701
-25
754
$256K 0.01%
7,500
755
$255K 0.01%
877
+58
756
$255K 0.01%
9,055
-1,191
757
$254K 0.01%
1,571
758
$253K 0.01%
1,952
+33
759
$253K 0.01%
106,577
760
$251K 0.01%
984
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761
$250K 0.01%
3,473
-332
762
$248K 0.01%
6,419
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763
$248K 0.01%
6,406
764
$247K 0.01%
27,696
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765
$247K 0.01%
12,203
766
$246K 0.01%
912
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$246K 0.01%
1,189
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768
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769
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3,534
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$242K 0.01%
10,476
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$242K 0.01%
5,375
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772
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1,315
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773
$241K 0.01%
2,855
-141
774
$240K 0.01%
1,443
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775
$239K 0.01%
886
-37
29 30
31
32 33