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
801
$224K 0.01%
658
-13
802
$224K 0.01%
2,105
-457
803
$224K 0.01%
7,398
-414
804
$224K 0.01%
22,107
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805
$224K 0.01%
611
806
$223K 0.01%
4,168
807
$222K 0.01%
801
-11
808
$221K 0.01%
27
809
$221K 0.01%
2,305
-2
810
$219K 0.01%
+2,928
811
$219K 0.01%
2,945
-1,739
812
$218K 0.01%
6,888
-963
813
$217K 0.01%
1,872
-55
814
$217K 0.01%
478
-38
815
$217K 0.01%
3,841
+32
816
$215K 0.01%
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817
$213K 0.01%
2,494
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818
$211K 0.01%
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819
$211K 0.01%
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820
$211K 0.01%
+1,468
821
$211K 0.01%
30,660
-1,953
822
$210K 0.01%
2,169
-1,474
823
$208K 0.01%
108,715
-108,624
824
$207K 0.01%
3,988
-120
825
$207K 0.01%
+1,441
31 32
33
34 35