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
176
$2.34M 0.11%
2,217
-33
177
$2.33M 0.11%
6,304
-1,420
178
$2.31M 0.11%
47,859
-3,781
179
$2.3M 0.11%
22,220
-1,811
180
$2.28M 0.11%
25,574
-2,533
181
$2.28M 0.11%
3,623
-122
182
$2.26M 0.11%
706
-37
183
$2.26M 0.11%
23,023
+276
184
$2.25M 0.11%
5,582
-297
185
$2.24M 0.11%
77,378
-824
186
$2.21M 0.11%
10,965
-792
187
$2.21M 0.11%
83,179
-35,112
188
$2.2M 0.11%
3,463
-130
189
$2.2M 0.11%
7,952
-740
190
$2.19M 0.1%
9,082
-245
191
$2.19M 0.1%
6,088
-123
192
$2.19M 0.1%
211,044
-10,203
193
$2.16M 0.1%
31,040
-914
194
$2.16M 0.1%
115,000
195
$2.15M 0.1%
30,570
-710
196
$2.14M 0.1%
23,526
-1,683
197
$2.13M 0.1%
10,038
-471
198
$2.06M 0.1%
27,120
-12,017
199
$2.06M 0.1%
17,901
-2,150
200
$2.04M 0.1%
63,250
-1,281
6 7
8
9 10