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
301
$1M 0.06%
9,706
+67
302
$1M 0.06%
19,318
-207
303
$1M 0.06%
8,219
-689
304
$1M 0.06%
14,692
+184
305
$992K 0.06%
14,804
+1,361
306
$984K 0.06%
3,727
-12
307
$978K 0.06%
179,382
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308
$972K 0.06%
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309
$968K 0.06%
4,412
-190
310
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138,121
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311
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+12
312
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313
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314
$947K 0.06%
2,122
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315
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316
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4,249
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11,380
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9,111
323
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22,335
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324
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3,035
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325
$905K 0.06%
8,568
+332
11 12
13
14 15