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
326
$905K 0.06%
6,060
+4
327
$902K 0.06%
10,562
-99
328
$899K 0.06%
3,216
-26
329
$896K 0.06%
6,201
+200
330
$890K 0.05%
7,756
+250
331
$877K 0.05%
3,694
-35
332
$873K 0.05%
18,206
+367
333
$871K 0.05%
23,824
+282
334
$870K 0.05%
34,945
-347
335
$867K 0.05%
5,726
+768
336
$862K 0.05%
6,176
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337
$861K 0.05%
16,090
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338
$860K 0.05%
23,650
+900
339
$859K 0.05%
6,605
-17
340
$844K 0.05%
1,269
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341
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5,939
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342
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1,386
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343
$843K 0.05%
191,838
+13,485
344
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2,142
-5
345
$841K 0.05%
14,513
+181
346
$835K 0.05%
5,511
+64
347
$834K 0.05%
2,468
348
$831K 0.05%
10,916
+356
349
$828K 0.05%
22,694
+420
350
$824K 0.05%
6,736
+21
12 13
14
15 16