LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Fund
S&P 500
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
+$1.58M
2
+$1.24M
3
+$1.08M
4
SDS icon
ProShares UltraShort S&P500
SDS
+$973K
5
NFLX icon
Netflix
NFLX
+$654K

Top Sells

1
+$5.13M
2
+$4.04M
3
+$3.98M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.94M
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
601
$379K 0.02%
4,597
+209
602
$377K 0.02%
10,433
603
$377K 0.02%
7,018
+67
604
$377K 0.02%
3,116
-212
605
$374K 0.02%
11,119
+137
606
$374K 0.02%
8,111
-1,189
607
$374K 0.02%
1,689
+69
608
$367K 0.02%
+3,610
609
$367K 0.02%
643
-342
610
$367K 0.02%
38,373
611
$367K 0.02%
8,257
612
$366K 0.02%
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613
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6,000
614
$363K 0.02%
5,481
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615
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2,841
-5
616
$363K 0.02%
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619
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5,763
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620
$360K 0.02%
1,374
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621
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4,399
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$356K 0.02%
1,820
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623
$356K 0.02%
7,734
-116
624
$356K 0.02%
15,000
625
$355K 0.02%
20,000
23 24
25
26 27