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
351
$814K 0.05%
10,106
+48
352
$810K 0.05%
11,952
+795
353
$807K 0.05%
2,717
+1
354
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2,010
-16
355
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1,937
-13
356
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23,814
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357
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5,249
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358
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21,068
+1,783
359
$787K 0.05%
30,516
-240
360
$784K 0.05%
14,872
+2,215
361
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40,923
+1,148
362
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16,561
-30
363
$778K 0.05%
50,346
+1,393
364
$777K 0.05%
10,730
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365
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366
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367
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368
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23,394
369
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9,097
-2,177
371
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20,407
-12,600
372
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17,576
+417
373
$743K 0.05%
16,728
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374
$742K 0.05%
15,067
-127
375
$740K 0.05%
4,080
-327
13 14
15
16 17