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
76
$4.53M 0.22%
214,120
-4,930
77
$4.49M 0.22%
40,075
-160
78
$4.44M 0.21%
7,793
-18
79
$4.36M 0.21%
13,137
-585
80
$4.31M 0.21%
11,886
-425
81
$4.31M 0.21%
8,277
-840
82
$4.28M 0.21%
16,430
-1,268
83
$4.24M 0.2%
17,675
-635
84
$4.17M 0.2%
9,962
-947
85
$4.12M 0.2%
135,861
-4,667
86
$4.12M 0.2%
16,683
-1,084
87
$4.12M 0.2%
54,455
+2,012
88
$4.08M 0.2%
21,739
-1,469
89
$4.01M 0.19%
20,461
+325
90
$3.95M 0.19%
21,345
-653
91
$3.94M 0.19%
1,112,957
-83,069
92
$3.93M 0.19%
75,337
+59
93
$3.9M 0.19%
8,248
-14
94
$3.9M 0.19%
10,833
-268
95
$3.88M 0.19%
30,851
-1,112
96
$3.82M 0.18%
17,369
-702
97
$3.77M 0.18%
13,700
+626
98
$3.73M 0.18%
15,919
-199
99
$3.71M 0.18%
64,674
+105
100
$3.71M 0.18%
40,119
-533
2 3
4
5 6