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
26
$9.04M 0.56%
23,150
+226
27
$8.99M 0.56%
179,864
+4,349
28
$8.96M 0.55%
34,424
+336
29
$8.54M 0.53%
26,706
+291
30
$8.2M 0.51%
109,233
+2,748
31
$7.42M 0.46%
174,874
+842
32
$7.13M 0.44%
51,022
-680
33
$7.07M 0.44%
129,862
+4,242
34
$6.98M 0.43%
20,080
-713
35
$6.78M 0.42%
111,080
+11,890
36
$6.44M 0.4%
23,871
+167
37
$6.39M 0.39%
81,934
-681
38
$6.27M 0.39%
185,016
39
$6.26M 0.39%
13,933
+28
40
$6.26M 0.39%
24,546
+230
41
$6.22M 0.38%
15,760
-87
42
$6.2M 0.38%
41,199
-412
43
$6.11M 0.38%
22,524
+551
44
$5.99M 0.37%
293,604
-244,222
45
$5.75M 0.36%
133,776
+603
46
$5.74M 0.35%
39,521
-1,104
47
$5.64M 0.35%
23,392
-261
48
$5.64M 0.35%
52,259
-50
49
$5.55M 0.34%
99,325
-4,738
50
$5.53M 0.34%
7,416
+303
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