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
276
$1.08M 0.07%
16,623
-174
277
$1.08M 0.07%
+50,000
278
$1.08M 0.07%
20,699
-352
279
$1.08M 0.07%
48,124
+340
280
$1.08M 0.07%
634
-11
281
$1.07M 0.07%
5,551
-278
282
$1.07M 0.07%
56,665
+705
283
$1.07M 0.07%
24,624
+639
284
$1.07M 0.07%
13,610
+483
285
$1.06M 0.07%
5,827
-150
286
$1.06M 0.07%
8,308
+4
287
$1.05M 0.07%
17,029
-406
288
$1.04M 0.06%
4,917
+34
289
$1.04M 0.06%
25,806
+1,798
290
$1.04M 0.06%
20,480
-730
291
$1.03M 0.06%
99,993
+1,577
292
$1.03M 0.06%
3,628
+15
293
$1.03M 0.06%
746
+6
294
$1.03M 0.06%
9,436
+5
295
$1.02M 0.06%
101,352
-484
296
$1.02M 0.06%
1,977
-1
297
$1.02M 0.06%
+4,588
298
$1.02M 0.06%
12,404
-6,147
299
$1.01M 0.06%
9,585
+247
300
$1M 0.06%
7,590
+244
10 11
12
13 14