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
126
$3.04M 0.15%
5,826
-411
127
$3.03M 0.15%
15,700
-701
128
$3.03M 0.15%
61,172
+87
129
$3.01M 0.14%
39,206
-2,511
130
$3.01M 0.14%
10,901
-1,178
131
$3M 0.14%
32,452
-447
132
$3M 0.14%
65,960
-4,030
133
$2.97M 0.14%
17,815
-1,643
134
$2.95M 0.14%
56,479
+896
135
$2.93M 0.14%
11,111
+2
136
$2.93M 0.14%
11,539
-440
137
$2.9M 0.14%
18,054
-620
138
$2.82M 0.14%
123,739
-24,153
139
$2.81M 0.13%
12,747
-413
140
$2.81M 0.13%
87,860
-10,676
141
$2.79M 0.13%
13,606
-1,198
142
$2.79M 0.13%
28,865
-4
143
$2.79M 0.13%
13,109
-1,031
144
$2.75M 0.13%
73,237
-9,958
145
$2.74M 0.13%
4,654
-148
146
$2.73M 0.13%
48,102
-3,167
147
$2.72M 0.13%
43,464
-4,707
148
$2.72M 0.13%
66,907
-11
149
$2.7M 0.13%
6,364
-246
150
$2.67M 0.13%
65,323
4 5
6
7 8