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
201
$2.03M 0.1%
6,751
-304
202
$2.02M 0.1%
11,290
-1,086
203
$1.98M 0.1%
32,453
-564
204
$1.98M 0.1%
19,994
+3,392
205
$1.97M 0.09%
40,421
+1,207
206
$1.97M 0.09%
27,321
-1,959
207
$1.97M 0.09%
3,705
-63
208
$1.94M 0.09%
25,646
-1,402
209
$1.94M 0.09%
13,892
-2,372
210
$1.92M 0.09%
25,033
-208
211
$1.91M 0.09%
11,096
-3,052
212
$1.91M 0.09%
22,723
-491
213
$1.9M 0.09%
12,848
-113
214
$1.89M 0.09%
35,237
+706
215
$1.89M 0.09%
290,920
-49,154
216
$1.88M 0.09%
31,491
-3,849
217
$1.87M 0.09%
48,708
+115
218
$1.84M 0.09%
9,521
-245
219
$1.82M 0.09%
6,266
-98
220
$1.79M 0.09%
21,015
-689
221
$1.79M 0.09%
14,047
+896
222
$1.75M 0.08%
56,075
-6,856
223
$1.75M 0.08%
22,110
-705
224
$1.73M 0.08%
5,837
+96
225
$1.72M 0.08%
10,408
-133
7 8
9
10 11