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
451
$586K 0.04%
10,174
-242
452
$584K 0.04%
15,926
+101
453
$583K 0.04%
11,591
+54
454
$581K 0.04%
3,141
+8
455
$578K 0.04%
22,670
+616
456
$576K 0.04%
5,894
+56
457
$572K 0.04%
3,679
+7
458
$572K 0.04%
1,602
+4
459
$571K 0.04%
26,402
-2,900
460
$571K 0.04%
40,039
-552
461
$571K 0.04%
6,679
+1,265
462
$569K 0.04%
13,988
-64
463
$568K 0.04%
8,083
+101
464
$568K 0.04%
16,622
+4,341
465
$567K 0.04%
7,390
+36
466
$566K 0.03%
25,000
467
$565K 0.03%
11,973
468
$565K 0.03%
15,708
469
$563K 0.03%
21,671
+38
470
$561K 0.03%
5,225
+136
471
$557K 0.03%
15,614
+4,104
472
$543K 0.03%
16,691
+55
473
$542K 0.03%
4,543
-96
474
$540K 0.03%
15,568
+176
475
$540K 0.03%
5,697
+179
17 18
19
20 21