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
576
$401K 0.02%
4,420
+54
577
$399K 0.02%
22,299
+1,030
578
$399K 0.02%
2,686
+554
579
$397K 0.02%
1,678
580
$396K 0.02%
2,414
-31
581
$396K 0.02%
3,616
-23
582
$396K 0.02%
2,834
+50
583
$395K 0.02%
8,103
+125
584
$395K 0.02%
40,062
-2,439
585
$393K 0.02%
9,116
-189
586
$392K 0.02%
6,361
+53
587
$391K 0.02%
3,735
+55
588
$391K 0.02%
12,847
589
$390K 0.02%
2,726
+28
590
$390K 0.02%
1,911
-33
591
$390K 0.02%
5,519
-21
592
$388K 0.02%
25,750
593
$388K 0.02%
3,934
+38
594
$388K 0.02%
26,834
+407
595
$386K 0.02%
4,421
-1,533
596
$384K 0.02%
2,008
+6
597
$383K 0.02%
6,193
+131
598
$381K 0.02%
6,865
+187
599
$381K 0.02%
6,718
+106
600
$380K 0.02%
12,846
+292
22 23
24
25 26