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
501
$505K 0.03%
145,052
+215
502
$504K 0.03%
2,794
-7
503
$504K 0.03%
63,000
504
$504K 0.03%
2,698
-65
505
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2,413
-2
506
$497K 0.03%
22,972
+123
507
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2,836
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508
$496K 0.03%
1,225
+34
509
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5,517
-448
510
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11,732
-98
511
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1,821
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512
$492K 0.03%
31,363
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513
$492K 0.03%
15,099
-1,104
514
$488K 0.03%
7,770
-300
515
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5,383
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516
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14,358
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517
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518
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16,412
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519
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9,361
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520
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4,184
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521
$468K 0.03%
36,852
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522
$466K 0.03%
6,951
-286
523
$463K 0.03%
33,877
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524
$462K 0.03%
25,668
525
$459K 0.03%
21,117
+1,609
19 20
21
22 23