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
826
$207K 0.01%
1,382
-68
827
$206K 0.01%
2,418
-113
828
$206K 0.01%
10,141
-1,550
829
$205K 0.01%
7,354
830
$205K 0.01%
1,168
+174
831
$205K 0.01%
+1,324
832
$204K 0.01%
+4,792
833
$203K 0.01%
11,792
834
$202K 0.01%
10,000
835
$201K 0.01%
349
+1
836
$201K 0.01%
+2,652
837
$201K 0.01%
+8,389
838
$201K 0.01%
2,299
-1,069
839
$200K 0.01%
+7,366
840
$200K 0.01%
875
-127
841
$200K 0.01%
4,779
-2,913
842
$200K 0.01%
+4,137
843
$200K 0.01%
+4,812
844
$200K 0.01%
1,337
+46
845
$197K 0.01%
2,000
846
$190K 0.01%
20,360
-5,426
847
$190K 0.01%
38,204
848
$186K 0.01%
11,798
849
$184K 0.01%
21,329
850
$184K 0.01%
31,200
32 33
34
35 36