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
426
$636K 0.04%
12,293
-143
427
$634K 0.04%
4,766
+99
428
$632K 0.04%
5,440
429
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37,624
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430
$623K 0.04%
5,068
-90
431
$622K 0.04%
10,064
+448
432
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22,663
-3,069
433
$618K 0.04%
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434
$618K 0.04%
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435
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14,031
+1,073
436
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437
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2,311
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438
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7,520
+416
439
$605K 0.04%
9,804
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440
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5,040
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441
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2,438
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5,549
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444
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15,122
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445
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12,566
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446
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1,803
+15
447
$595K 0.04%
32,955
-1,612
448
$590K 0.04%
6,177
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449
$589K 0.04%
7,138
+1,621
450
$587K 0.04%
9,727
+227
16 17
18
19 20