LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.25B
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
1
$166M 7.95%
661,816
-45,082
2
$96.8M 4.64%
229,619
-11,137
3
$91.3M 4.38%
314,941
-3,928
4
$91M 4.36%
677,912
-48,084
5
$71.5M 3.43%
326,038
-21,570
6
$42.3M 2.03%
223,269
-12,942
7
$39.2M 1.88%
66,967
-1,680
8
$36.3M 1.74%
61,961
-510
9
$35M 1.68%
732,404
+5,591
10
$31.1M 1.49%
264,439
-6,908
11
$22.3M 1.07%
55,277
-2,236
12
$21.4M 1.03%
108,466
-7,532
13
$21.2M 1.02%
88,488
-3,263
14
$20.1M 0.96%
22,502
-592
15
$19.6M 0.94%
84,660
-3,245
16
$18.7M 0.9%
24,231
-1,600
17
$16.9M 0.81%
53,559
-1,865
18
$16.8M 0.81%
88,421
-432
19
$14.2M 0.68%
287,213
-633
20
$12.7M 0.61%
13,881
-439
21
$12.3M 0.59%
23,366
-704
22
$12.3M 0.59%
123,158
-440
23
$11.8M 0.57%
30,335
-1,500
24
$11.5M 0.55%
22,736
-1,372
25
$11.4M 0.55%
112,123
1
2 3 4 5