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
776
$239K 0.01%
20,776
777
$238K 0.01%
7,504
-197
778
$238K 0.01%
5,691
-1,939
779
$238K 0.01%
+3,210
780
$237K 0.01%
21,877
-390
781
$236K 0.01%
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-33
782
$235K 0.01%
5,910
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783
$235K 0.01%
7,492
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$235K 0.01%
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785
$234K 0.01%
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786
$233K 0.01%
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787
$232K 0.01%
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788
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789
$231K 0.01%
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$230K 0.01%
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795
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797
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24,514
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$225K 0.01%
+4,156
799
$225K 0.01%
9,932
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800
$225K 0.01%
3,874
-22
30 31
32
33 34