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
151
$2.65M 0.13%
7,796
-135
152
$2.64M 0.13%
37,498
-84
153
$2.63M 0.13%
19,491
-1,488
154
$2.61M 0.13%
62,359
+1,850
155
$2.59M 0.12%
9,288
-105
156
$2.58M 0.12%
7,411
-13
157
$2.58M 0.12%
36,011
-2,148
158
$2.54M 0.12%
93,008
-4,528
159
$2.54M 0.12%
44,911
+2,269
160
$2.53M 0.12%
59,633
-3,240
161
$2.53M 0.12%
5,200
-290
162
$2.51M 0.12%
21,771
-649
163
$2.48M 0.12%
18,740
-482
164
$2.47M 0.12%
5,820
-776
165
$2.47M 0.12%
46,304
-3,759
166
$2.46M 0.12%
12,944
-5
167
$2.45M 0.12%
2,597
+17
168
$2.38M 0.11%
9,612
-1,240
169
$2.37M 0.11%
72,583
-5,842
170
$2.37M 0.11%
25,584
-991
171
$2.37M 0.11%
22,251
-2,236
172
$2.36M 0.11%
12,885
-662
173
$2.34M 0.11%
47,940
+116
174
$2.34M 0.11%
161,470
-15,502
175
$2.34M 0.11%
6,331
-174
5 6
7
8 9