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
251
$1.21M 0.07%
13,634
+20
252
$1.21M 0.07%
7,964
+84
253
$1.21M 0.07%
8,140
+62
254
$1.2M 0.07%
15,341
+16
255
$1.2M 0.07%
2,780
+1
256
$1.19M 0.07%
77,676
+271
257
$1.18M 0.07%
32,974
+609
258
$1.18M 0.07%
7,866
+138
259
$1.17M 0.07%
7,736
+113
260
$1.16M 0.07%
14,983
+780
261
$1.15M 0.07%
20,794
+1,841
262
$1.15M 0.07%
12,206
+167
263
$1.15M 0.07%
2,910
+19
264
$1.14M 0.07%
22,222
+106
265
$1.13M 0.07%
5,737
+34
266
$1.12M 0.07%
28,253
+1,553
267
$1.11M 0.07%
252,606
+4,924
268
$1.11M 0.07%
3,074
+96
269
$1.1M 0.07%
17,961
+330
270
$1.1M 0.07%
42,127
-1,810
271
$1.1M 0.07%
9,446
+168
272
$1.1M 0.07%
67,189
+9,099
273
$1.1M 0.07%
23,008
+4,128
274
$1.09M 0.07%
6,275
+151
275
$1.08M 0.07%
83,260
+360
9 10
11
12 13