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
851
$178K 0.01%
14,453
852
$175K 0.01%
12,534
853
$174K 0.01%
22,449
854
$174K 0.01%
12,996
855
$173K 0.01%
13,892
856
$173K 0.01%
20,853
857
$172K 0.01%
17,892
858
$172K 0.01%
31,678
859
$171K 0.01%
20,278
860
$170K 0.01%
14,610
+403
861
$169K 0.01%
13,103
-7,881
862
$169K 0.01%
21,077
863
$167K 0.01%
11,232
864
$164K 0.01%
12,996
865
$162K 0.01%
11,400
866
$158K 0.01%
15,125
867
$153K 0.01%
12,500
868
$152K 0.01%
17,246
869
$151K 0.01%
10,484
+113
870
$148K 0.01%
11,159
-1,432
871
$142K 0.01%
31,180
-8,350
872
$136K 0.01%
73,314
+3,076
873
$130K 0.01%
10,000
874
$129K 0.01%
21,776
-3,587
875
$129K 0.01%
24,664
33 34
35
36 37