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
$1.61B
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
944
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.24M
3
+$1.08M
4
SDS icon
ProShares UltraShort S&P500
SDS
+$1.02M
5
NFLX icon
Netflix
NFLX
+$726K

Top Sells

1
+$4.98M
2
+$3.93M
3
+$3.86M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.88M
5
LBRDA icon
Liberty Broadband Class A
LBRDA
+$1.51M

Sector Composition

1 Technology 21.97%
2 Financials 12.23%
3 Healthcare 11.27%
4 Consumer Discretionary 8.66%
5 Communication Services 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.34M 0.08%
92,721
+338
227
$1.34M 0.08%
12,140
+1,434
228
$1.34M 0.08%
7,747
+8
229
$1.32M 0.08%
8,404
+83
230
$1.32M 0.08%
10,316
-129
231
$1.31M 0.08%
4,464
-6
232
$1.29M 0.08%
11,817
-57
233
$1.28M 0.08%
14,039
-4,810
234
$1.28M 0.08%
4,529
+63
235
$1.27M 0.08%
28,001
+58
236
$1.27M 0.08%
35,050
237
$1.27M 0.08%
34,690
-50
238
$1.27M 0.08%
7,335
-14
239
$1.26M 0.08%
30,368
+24
240
$1.26M 0.08%
6,007
+79
241
$1.25M 0.08%
7,640
+42
242
$1.25M 0.08%
2,007
+1
243
$1.24M 0.08%
+24,800
244
$1.24M 0.08%
6,177
-257
245
$1.24M 0.08%
5,109
+99
246
$1.23M 0.08%
32,242
-835
247
$1.23M 0.08%
9,920
+1,818
248
$1.22M 0.08%
41,077
-1,709
249
$1.22M 0.08%
20,338
-1,089
250
$1.22M 0.08%
5,066
+167
8 9
10
11 12