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
876
$124K 0.01%
25,119
877
$124K 0.01%
13,356
-16,509
878
$123K 0.01%
97,807
879
$115K 0.01%
14,524
-3,512
880
$113K 0.01%
52,147
-1,331
881
$110K 0.01%
10,387
-1,966
882
$93.8K ﹤0.01%
20,989
+8,234
883
$90.6K ﹤0.01%
22,257
-119
884
$90.5K ﹤0.01%
11,502
-1,271
885
$87.7K ﹤0.01%
12,858
-2,322
886
$87.5K ﹤0.01%
10,657
-925
887
$86.7K ﹤0.01%
+15,934
888
$80K ﹤0.01%
17,732
+898
889
$69.5K ﹤0.01%
17,601
-6,902
890
$69K ﹤0.01%
26,235
+572
891
$57.4K ﹤0.01%
10,812
-2,265
892
$56.8K ﹤0.01%
36,860
893
$38.3K ﹤0.01%
1,270
-2,153
894
$35.8K ﹤0.01%
10,849
-14,268
895
$33.6K ﹤0.01%
23,340
-558
896
$30.6K ﹤0.01%
26,625
897
$20K ﹤0.01%
12,946
-3,047
898
– –
-859
899
– –
-10,071
900
– –
-2,924
34 35
36
37 38