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
101
$3.64M 0.17%
121,831
-6,126
102
$3.63M 0.17%
51,670
-2,178
103
$3.62M 0.17%
19,908
-820
104
$3.56M 0.17%
27,092
-338
105
$3.55M 0.17%
8,659
+245
106
$3.52M 0.17%
708
107
$3.48M 0.17%
38,097
+1,427
108
$3.45M 0.17%
29,827
-1,967
109
$3.37M 0.16%
27,938
-1,319
110
$3.35M 0.16%
38,982
-582
111
$3.31M 0.16%
5,802
-110
112
$3.25M 0.16%
26,985
-290
113
$3.18M 0.15%
12,336
-112
114
$3.17M 0.15%
14,027
-970
115
$3.16M 0.15%
200,098
-9,677
116
$3.14M 0.15%
14,229
-245
117
$3.12M 0.15%
39,508
-657
118
$3.11M 0.15%
54,736
-6,507
119
$3.11M 0.15%
49,959
120
$3.08M 0.15%
29,145
-1,460
121
$3.08M 0.15%
28,155
-782
122
$3.08M 0.15%
6,024
+20
123
$3.06M 0.15%
26,332
+3,757
124
$3.05M 0.15%
76,277
-15,556
125
$3.05M 0.15%
2,973
-164
3 4
5
6 7