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
551
$427K 0.03%
5,039
-27
552
$425K 0.03%
20,475
+6,401
553
$425K 0.03%
+6,476
554
$422K 0.03%
8,971
555
$421K 0.03%
6,030
-142
556
$421K 0.03%
9,696
+1,215
557
$420K 0.03%
2,818
+78
558
$420K 0.03%
9,333
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559
$417K 0.03%
4,728
-56
560
$417K 0.03%
6,224
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561
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2,600
+98
562
$415K 0.03%
5,047
-9
563
$412K 0.03%
41,693
+3,615
564
$412K 0.03%
39,857
-980
565
$412K 0.03%
4,540
+1,525
566
$409K 0.03%
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567
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1,687
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$408K 0.03%
8,857
-12
569
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11,987
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570
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12,815
-1,255
571
$406K 0.03%
6,415
572
$405K 0.03%
2,430
-40
573
$403K 0.02%
3,369
-5
574
$403K 0.02%
16,037
+54
575
$402K 0.02%
6,665
+258
21 22
23
24 25