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
526
$457K 0.03%
4,804
+36
527
$456K 0.03%
24,214
-425
528
$456K 0.03%
17,932
+1,188
529
$455K 0.03%
12,114
+115
530
$454K 0.03%
7,457
-33
531
$453K 0.03%
22,144
-1,008
532
$451K 0.03%
7,848
533
$450K 0.03%
45,000
+5,000
534
$448K 0.03%
2,700
535
$448K 0.03%
8,179
+17
536
$447K 0.03%
62,295
-145
537
$444K 0.03%
15,000
538
$443K 0.03%
14,015
+245
539
$442K 0.03%
8,665
+63
540
$442K 0.03%
5,509
+111
541
$442K 0.03%
1,293
-17
542
$436K 0.03%
29,268
+96
543
$435K 0.03%
17,881
544
$433K 0.03%
3,383
-43
545
$432K 0.03%
19,979
-175
546
$432K 0.03%
4,263
+263
547
$431K 0.03%
4,501
-2,407
548
$431K 0.03%
47,875
-1,404
549
$429K 0.03%
4,752
-5
550
$428K 0.03%
7,558
+1,097
20 21
22
23 24